WCM
PPT

Whitener Capital Management’s Franklin Premier Income Trust PPT Stock Holding History

Whitener Capital Management’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
2025
Q1 		– Sell
-12,330
Closed -$43.9K – 158
2024
Q4 		$43.9K Sell
12,330
-7,970
-39% -$28.7K 0.01% 158
2024
Q3 		$75.7K Sell
20,300
-15,070
-43% -$55.1K 0.02% 155
2024
Q2 		$127K Sell
35,370
-11,400
-24% -$39.8K 0.04% 152
2024
Q1 		$165K Sell
46,770
-420
-0.9% -$1.51K 0.05% 150
2023
Q4 		$168K Buy
47,190
+230
+0.5% +$790 0.06% 147
2023
Q3 		$157K Buy
46,960
+1,430
+3% +$5.05K 0.06% 140
2023
Q2 		$160K Sell
45,530
-1,530
-3% -$5.45K 0.06% 139
2023
Q1 		$168K Buy
47,060
+15,110
+47% +$55.9K 0.07% 130
2022
Q4 		$116K Buy
+31,950
New +$116K 0.05% 134
2019
Q4 		– Sell
-7,650
Closed -$40K – 346
2019
Q3 		$40K Hold
7,650
– – 0.02% 244
2019
Q2 		$39K Buy
7,650
+300
+4% +$1.54K 0.02% 241
2019
Q1 		$37K Buy
7,350
+6,300
+600% +$31.4K 0.02% 239
2018
Q4 		$4K Buy
+1,050
New +$5.19K ﹤0.01% 373

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Whitener Capital Management's PPT Position: Q1 2025 in Review

Whitener Capital Management sold out of Franklin Premier Income Trust (PPT) in Q1 2025, closing a stake of 12,330 shares — an estimated $43.9K sold.

Whitener Capital Management first reported a position in PPT in Q4 2018 and held it in 13 quarters. The position peaked at $168K in Q4 2023. 90 funds tracked by Wall St. Rank hold PPT as of Q1 2025.

  • Whitener Capital Management reported no remaining Franklin Premier Income Trust position as of Q1 2025 after selling out during the quarter.
  • Whitener Capital Management sold 12,330 Franklin Premier Income Trust shares in Q1 2025, an estimated $43.9K.
  • Whitener Capital Management first reported a position in Franklin Premier Income Trust in Q4 2018 and held it in 13 quarters.
  • Whitener Capital Management's Franklin Premier Income Trust position peaked at $168K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2025.

Based on Whitener Capital Management's 13F filing for Q1 2025, filed 1 May 2025.