WAM
PPT

Wealthspire Advisors (Maryland)’s Franklin Premier Income Trust PPT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-2,342
Closed -$11K – 1786
2016
Q1 		$11K Buy
2,342
+18
+0.8% +$84 ﹤0.01% 1163
2015
Q4 		$12K Buy
+2,324
New +$11.5K ﹤0.01% 1149

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PPT Position: Q2 2016 in Review

Wealthspire Advisors (Maryland) sold out of Franklin Premier Income Trust (PPT) in Q2 2016, closing a stake of 2,342 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in PPT in Q4 2015 and held it in 2 quarters. The position peaked at $12K in Q4 2015. 83 funds tracked by Wall St. Rank hold PPT as of Q2 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Franklin Premier Income Trust position as of Q2 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,342 Franklin Premier Income Trust shares in Q2 2016, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in Franklin Premier Income Trust in Q4 2015 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Franklin Premier Income Trust position peaked at $12K in Q4 2015.
  • 83 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2016, filed 12 Aug 2016.