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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 37.2 M +USD 2.66 M +607,745 +8%
1607 Capital Partners
2
1607 Capital Partners
Virginia
USD 8.99 M -USD 271 k -61,900 -3%
Wells Fargo
3
Wells Fargo
California
USD 5.64 M -USD 7.82 M -1,784,228 -58%
Advocacy Wealth Management Services
4
Advocacy Wealth Management Services
Georgia
USD 5.06 M +USD 1.98 M +452,649 +63%
Invesco
5
Invesco
Georgia
USD 2.33 M +USD 500 k +114,089 +27%
UBS Group
6
UBS Group
Switzerland
USD 2.32 M -USD 8.28 k -1,890 -0.4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 2.26 M +USD 600 +137 +0%
Landscape Capital Management
8
Landscape Capital Management
New Jersey
USD 1.22 M -USD 17.7 k -4,040 -1%
Sterneck Capital Management
9
Sterneck Capital Management
Missouri
USD 797 k -USD 4.38 k -1,000 -0.5%
Penbrook Management
10
Penbrook Management
New York
USD 751 k – – –
Rivernorth Capital Management
11
Rivernorth Capital Management
Florida
USD 682 k -USD 277 k -63,295 -29%
Bank of America
12
Bank of America
North Carolina
USD 657 k +USD 11.6 k +2,652 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
USD 260 k +USD 52.5 k +11,989 +25%
Morgan Stanley
14
Morgan Stanley
New York
USD 235 k -USD 19.2 k -4,389 -7%
Investors Asset Management of Georgia
15
Investors Asset Management of Georgia
Georgia
USD 160 k -USD 4.38 k -1,000 -3%
Laurion Capital Management
16
Laurion Capital Management
New York
USD 156 k +USD 158 k +36,059 Nuevas
LPL Financial
17
LPL Financial
California
USD 151 k -USD 226 k -51,464 -60%
Doliver Advisors
18
Doliver Advisors
Texas
USD 151 k +USD 152 k +34,702 Nuevas
Shaker Financial Services
19
Shaker Financial Services
Virginia
USD 133 k +USD 134 k +30,631 Nuevas
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
USD 121 k +USD 11.5 k +2,634 +10%
Sheaff Brock Investment Advisors
21
Sheaff Brock Investment Advisors
Indiana
USD 120 k +USD 4.38 k +1,000 +4%
Raymond James Financial Services Advisors
22
Raymond James Financial Services Advisors
Florida
USD 106 k +USD 3.8 k +868 +4%
YP
23
Yellowstone Partners
Idaho
USD 103 k +USD 16 k +3,652 +18%
WA
24
WealthTrust Axiom
Pennsylvania
USD 98 k – – –
Raymond James & Associates
25
Raymond James & Associates
Florida
USD 87 k – – –
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