WAM
FTF

Wealthspire Advisors (Maryland)’s Franklin Limited Duration Income Trust FTF Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FTF Stock Details FTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-505
Closed -$6K – 2218
2017
Q1 		$6K Buy
505
+166
+49% +$2.01K ﹤0.01% 1485
2016
Q4 		$4K Hold
339
– – ﹤0.01% 1417
2016
Q3 		$4K Buy
+339
New +$4.02K ﹤0.01% 1427

Other funds holding FTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FTF Position: Q2 2017 in Review

Wealthspire Advisors (Maryland) sold out of Franklin Limited Duration Income Trust (FTF) in Q2 2017, closing a stake of 505 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in FTF in Q3 2016 and held it in 3 quarters. The position peaked at $6K in Q1 2017. 49 funds tracked by Wall St. Rank hold FTF as of Q2 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Franklin Limited Duration Income Trust position as of Q2 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 505 Franklin Limited Duration Income Trust shares in Q2 2017, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Franklin Limited Duration Income Trust in Q3 2016 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Franklin Limited Duration Income Trust position peaked at $6K in Q1 2017.
  • 49 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2017, filed 9 Aug 2017.