WA
PPT

WFG Advisors’s Franklin Premier Income Trust PPT Stock Holding History

WFG Advisors’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
2017
Q2 		$211K Hold
38,916
– – 0.05% 357
2017
Q1 		$205K Buy
38,916
+8,778
+29% +$45.8K 0.05% 331
2016
Q4 		$150K Buy
+30,138
New +$146K 0.04% 441
2015
Q2 		– Sell
-13,302
Closed -$70K – 1769
2015
Q1 		$70K Hold
13,302
– – 0.02% 642
2014
Q4 		$70K Sell
13,302
-5,565
-29% -$29.9K 0.01% 761
2014
Q3 		$103K Buy
18,867
+21
+0.1% +$115 0.02% 656
2014
Q2 		$105K Buy
18,846
+20
+0.1% +$111 0.02% 643
2014
Q1 		$104K Sell
18,826
-14,375
-43% -$78.6K 0.02% 628
2013
Q4 		$181K Sell
33,201
-3,612
-10% -$19.4K 0.03% 549
2013
Q3 		$194K Buy
36,813
+4,147
+13% +$21.9K 0.03% 490
2013
Q2 		$175K Buy
+32,666
New +$178K 0.03% 497

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WFG Advisors's PPT Position: Q2 2017 in Review

WFG Advisors held its Franklin Premier Income Trust (PPT) position steady in Q2 2017 at 38,916 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #357.

WFG Advisors first reported a position in PPT in Q2 2013 and has held it in 11 quarters since. 78 funds tracked by Wall St. Rank hold PPT as of Q2 2017.

  • WFG Advisors held 38,916 shares of Franklin Premier Income Trust worth $211K as of Q2 2017.
  • WFG Advisors left its Franklin Premier Income Trust share count unchanged in Q2 2017.
  • Franklin Premier Income Trust made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #357 holding.
  • WFG Advisors first reported a position in Franklin Premier Income Trust in Q2 2013 and has held it in 11 quarters since.
  • 78 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.