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icono de PIM

Franklin Master Intermediate Income Trust
PIM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Sit Investment Associates
1
Sit Investment Associates
Minnesota
USD 35.1 M +USD 2.51 M +584,452 +8%
Wells Fargo
2
Wells Fargo
California
USD 13.6 M -USD 3.84 M -895,182 -22%
1607 Capital Partners
3
1607 Capital Partners
Virginia
USD 9.41 M -USD 2.1 M -490,224 -19%
Advocacy Wealth Management Services
4
Advocacy Wealth Management Services
Georgia
USD 3.15 M +USD 3.07 M +715,115 Nuevas
Parametric Portfolio Associates
5
Parametric Portfolio Associates
Washington
USD 3.05 M -USD 111 k -25,969 -4%
UBS Group
6
UBS Group
Switzerland
USD 2.37 M +USD 117 k +27,398 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 2.3 M +USD 49.3 k +11,490 +2%
Invesco
8
Invesco
Georgia
USD 1.86 M -USD 1.21 M -281,150 -40%
Landscape Capital Management
9
Landscape Capital Management
New Jersey
USD 1.26 M +USD 332 k +77,370 +37%
Rivernorth Capital Management
10
Rivernorth Capital Management
Florida
USD 972 k -USD 288 k -67,056 -23%
Sterneck Capital Management
11
Sterneck Capital Management
Missouri
USD 814 k -USD 4.29 k -1,000 -0.5%
Penbrook Management
12
Penbrook Management
New York
USD 763 k – – –
Bank of America
13
Bank of America
North Carolina
USD 656 k +USD 87 k +20,290 +16%
LPL Financial
14
LPL Financial
California
USD 376 k -USD 42.4 k -9,894 -10%
City of London Investment Management
15
City of London Investment Management
United Kingdom
USD 344 k – – –
Morgan Stanley
16
Morgan Stanley
New York
USD 258 k -USD 130 k -30,402 -34%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 211 k +USD 28.8 k +6,708 +16%
Investors Asset Management of Georgia
18
Investors Asset Management of Georgia
Georgia
USD 167 k – – –
Sheaff Brock Investment Advisors
19
Sheaff Brock Investment Advisors
Indiana
USD 118 k +USD 17.2 k +4,000 +18%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
USD 111 k +USD 1.01 k +236 +0.9%
Raymond James Financial Services Advisors
21
Raymond James Financial Services Advisors
Florida
USD 104 k +USD 101 k +23,590 Nuevas
Citigroup
22
Citigroup
New York
USD 102 k +USD 73.1 k +17,047 +273%
WA
23
WealthTrust Axiom
Pennsylvania
USD 99 k +USD 7.29 k +1,700 +8%
YP
24
Yellowstone Partners
Idaho
USD 89 k -USD 4.88 k -1,138 -5%
Raymond James & Associates
25
Raymond James & Associates
Florida
USD 89 k +USD 86.5 k +20,167 Nuevas
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