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

Advocacy Wealth Management Services’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
2019 Q1	–	Sell	-8,000	Closed	-$34K	–	167
2018 Q4	$34K	Buy	8,000 +2,000	+33%	+$8.81K	0.03%	50
2018 Q3	$27K	Buy	6,000 +1,500	+33%	+$6.89K	0.02%	73
2018 Q2	$21K	Hold	4,500	–	–	0.01%	84
2018 Q1	$21K	Sell	4,500 -1,000	-18%	-$4.76K	0.01%	85
2017 Q4	$26K	Sell	5,500 -6,962	-56%	-$33K	0.02%	87
2017 Q3	$59K	Sell	12,462 -1,017,869	-99%	-$4.82M	0.02%	57
2017 Q2	$4.82M	Sell	1,030,331 -642,140	-38%	-$3.06M	1.73%	22
2017 Q1	$7.84M	Sell	1,672,471 -116,094	-6%	-$542K	2.73%	17
2016 Q4	$8.24M	Buy	1,788,565 +141,022	+9%	+$625K	2.47%	16
2016 Q3	$7.28M	Buy	1,647,543 +479,779	+41%	+$2.13M	2.82%	20
2016 Q2	$5.06M	Buy	1,167,764 +452,649	+63%	+$1.98M	2.55%	20
2016 Q1	$3.15M	Buy	+715,115	New	+$3.07M	2.18%	16

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

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

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

PPA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advocacy Wealth Management Services's PIM Position: Q1 2019 in Review

Advocacy Wealth Management Services sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2019, closing a stake of 8,000 shares — an estimated $34K sold.

Advocacy Wealth Management Services first reported a position in PIM in Q1 2016 and held it in 12 quarters. The position peaked at $8.24M in Q4 2016. 48 funds tracked by Wall St. Rank hold PIM as of Q1 2019.

Advocacy Wealth Management Services reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 8,000 Franklin Master Intermediate Income Trust shares in Q1 2019, an estimated $34K.
Advocacy Wealth Management Services first reported a position in Franklin Master Intermediate Income Trust in Q1 2016 and held it in 12 quarters.
Advocacy Wealth Management Services's Franklin Master Intermediate Income Trust position peaked at $8.24M in Q4 2016.
48 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2019, filed 2 Apr 2019.