William Blair & Company
PPT

William Blair & Company’s Franklin Premier Income Trust PPT Stock Holding History

William Blair & Company’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
2018
Q4 		– Sell
-10,000
Closed -$53K – 1757
2018
Q3 		$53K Hold
10,000
– – ﹤0.01% 1458
2018
Q2 		$52K Buy
+10,000
New +$53.4K ﹤0.01% 1414
2017
Q4 		– Sell
-10,000
Closed -$53K – 1430
2017
Q3 		$53K Hold
10,000
– – ﹤0.01% 1330
2017
Q2 		$54K Sell
10,000
-936
-9% -$4.91K ﹤0.01% 1464
2017
Q1 		$58K Buy
+10,936
New +$57K ﹤0.01% 1328

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWM
Arbor Wealth Management Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

William Blair & Company's PPT Position: Q4 2018 in Review

William Blair & Company sold out of Franklin Premier Income Trust (PPT) in Q4 2018, closing a stake of 10,000 shares — an estimated $53K sold.

William Blair & Company first reported a position in PPT in Q1 2017 and held it in 5 quarters. The position peaked at $58K in Q1 2017. 105 funds tracked by Wall St. Rank hold PPT as of Q4 2018.

  • William Blair & Company reported no remaining Franklin Premier Income Trust position as of Q4 2018 after selling out during the quarter.
  • William Blair & Company sold 10,000 Franklin Premier Income Trust shares in Q4 2018, an estimated $53K.
  • William Blair & Company first reported a position in Franklin Premier Income Trust in Q1 2017 and held it in 5 quarters.
  • William Blair & Company's Franklin Premier Income Trust position peaked at $58K in Q1 2017.
  • 105 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2018.

Based on William Blair & Company's 13F filing for Q4 2018, filed 14 Feb 2019.