1834 Investment Advisors’s Franklin Master Intermediate Income Trust PIM Stock Holding History

1834 Investment Advisors’s Portfolio PIM Stock Details PIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-2,500	Closed	-$10K	–	510
2021 Q2	$10K	Hold	2,500	–	–	﹤0.01%	421
2021 Q1	$11K	Hold	2,500	–	–	﹤0.01%	376
2020 Q4	$11K	Hold	2,500	–	–	﹤0.01%	364
2020 Q3	$10K	Hold	2,500	–	–	﹤0.01%	341
2020 Q2	$10K	Hold	2,500	–	–	﹤0.01%	329
2020 Q1	$10K	Hold	2,500	–	–	﹤0.01%	333
2019 Q4	$12K	Hold	2,500	–	–	﹤0.01%	366
2019 Q3	$11K	Buy	+2,500	New	+$11.5K	﹤0.01%	375
2019 Q2	–	Hold	0	–	–	–	370
2019 Q1	–	Hold	0	–	–	–	352
2018 Q4	–	Hold	0	–	–	–	351
2018 Q3	–	Hold	0	–	–	–	354
2018 Q2	–	Hold	0	–	–	–	359
2018 Q1	–	Hold	0	–	–	–	373
2017 Q4	–	Hold	0	–	–	–	398

Other funds holding PIM

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

1834 Investment Advisors's PIM Position: Q3 2021 in Review

1834 Investment Advisors sold out of Franklin Master Intermediate Income Trust (PIM) in Q3 2021, closing a stake of 2,500 shares — an estimated $10K sold.

1834 Investment Advisors first reported a position in PIM in Q3 2019 and held it in 8 quarters. The position peaked at $12K in Q4 2019. 41 funds tracked by Wall St. Rank hold PIM as of Q3 2021.

1834 Investment Advisors reported no remaining Franklin Master Intermediate Income Trust position as of Q3 2021 after selling out during the quarter.
1834 Investment Advisors sold 2,500 Franklin Master Intermediate Income Trust shares in Q3 2021, an estimated $10K.
1834 Investment Advisors first reported a position in Franklin Master Intermediate Income Trust in Q3 2019 and held it in 8 quarters.
1834 Investment Advisors's Franklin Master Intermediate Income Trust position peaked at $12K in Q4 2019.
41 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2021.

Based on 1834 Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.