9258 Wealth Management’s Franklin Master Intermediate Income Trust PIM Stock Holding History

9258 Wealth Management’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
2020 Q1	–	Sell	-12,584	Closed	-$60K	–	304
2019 Q4	$60K	Sell	12,584 -6,000	-32%	-$28.2K	0.02%	309
2019 Q3	$85K	Hold	18,584	–	–	0.07%	177
2019 Q2	$85K	Sell	18,584 -3,750	-17%	-$17K	0.07%	177
2019 Q1	$101K	Hold	22,334	–	–	0.09%	165
2018 Q4	$95K	Buy	+22,334	New	+$98.4K	0.09%	161

Other funds holding PIM

SIA

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

TCG Advisors Austin, Texas $1.03M AUM 123.95% 1-Year Est. Return

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

GCP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MAFM

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

9258 Wealth Management's PIM Position: Q1 2020 in Review

9258 Wealth Management sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2020, closing a stake of 12,584 shares — an estimated $60K sold.

9258 Wealth Management first reported a position in PIM in Q4 2018 and held it in 5 quarters. The position peaked at $101K in Q1 2019. 47 funds tracked by Wall St. Rank hold PIM as of Q1 2020.

9258 Wealth Management reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2020 after selling out during the quarter.
9258 Wealth Management sold 12,584 Franklin Master Intermediate Income Trust shares in Q1 2020, an estimated $60K.
9258 Wealth Management first reported a position in Franklin Master Intermediate Income Trust in Q4 2018 and held it in 5 quarters.
9258 Wealth Management's Franklin Master Intermediate Income Trust position peaked at $101K in Q1 2019.
47 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2020.

Based on 9258 Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.