Advisory Services Network’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Advisory Services Network’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
2023 Q2	–	Sell	-1,046	Closed	-$3.33K	–	3040
2023 Q1	$3.33K	Buy	1,046 +21	+2%	+$68	﹤0.01%	3285
2022 Q4	$3.28K	Buy	+1,025	New	+$3.37K	﹤0.01%	3268
2021 Q3	–	Sell	-920	Closed	-$4K	–	2723
2021 Q2	$4K	Buy	+920	New	+$3.89K	﹤0.01%	3154
2021 Q1	–	Sell	-892	Closed	-$4K	–	2507
2020 Q4	$4K	Buy	892 +19	+2%	+$78	﹤0.01%	2809
2020 Q3	$4K	Buy	+873	New	+$3.63K	﹤0.01%	2871

Other funds holding PIM

SIA

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

GCP

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

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

Advisory Services Network's PIM Position: Q2 2023 in Review

Advisory Services Network sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2023, closing a stake of 1,046 shares — an estimated $3.33K sold.

Advisory Services Network first reported a position in PIM in Q3 2020 and held it in 5 quarters. The position peaked at $4K in Q2 2021. 52 funds tracked by Wall St. Rank hold PIM as of Q2 2023.

Advisory Services Network reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 1,046 Franklin Master Intermediate Income Trust shares in Q2 2023, an estimated $3.33K.
Advisory Services Network first reported a position in Franklin Master Intermediate Income Trust in Q3 2020 and held it in 5 quarters.
Advisory Services Network's Franklin Master Intermediate Income Trust position peaked at $4K in Q2 2021.
52 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.