WCM
PPT

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

Windsor 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
2015
Q4 		– Sell
-600
Closed -$2K – 352
2015
Q3 		$2K Buy
+600
New +$3K ﹤0.01% 517

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Windsor Capital Management's PPT Position: Q4 2015 in Review

Windsor Capital Management sold out of Franklin Premier Income Trust (PPT) in Q4 2015, closing a stake of 600 shares — an estimated $2K sold.

Windsor Capital Management first reported a position in PPT in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 91 funds tracked by Wall St. Rank hold PPT as of Q4 2015.

  • Windsor Capital Management reported no remaining Franklin Premier Income Trust position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 600 Franklin Premier Income Trust shares in Q4 2015, an estimated $2K.
  • Windsor Capital Management first reported a position in Franklin Premier Income Trust in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Franklin Premier Income Trust position peaked at $2K in Q3 2015.
  • 91 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.