American Portfolios Advisors’s Franklin Master Intermediate Income Trust PIM Stock Holding History

American Portfolios 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
2022 Q3	$3.25K	Hold	1,000	–	–	﹤0.01%	2976
2022 Q2	$3.41K	Hold	1,000	–	–	﹤0.01%	2977
2022 Q1	$3.58K	Hold	1,000	–	–	﹤0.01%	3054
2021 Q4	$3.95K	Hold	1,000	–	–	﹤0.01%	2982
2021 Q3	$4.07K	Sell	1,000 -2,000	-67%	-$8.25K	﹤0.01%	2934
2021 Q2	$12.6K	Hold	3,000	–	–	﹤0.01%	2403
2021 Q1	$13K	Hold	3,000	–	–	﹤0.01%	2266
2020 Q4	$12.7K	Hold	3,000	–	–	﹤0.01%	2002
2020 Q3	$12.3K	Sell	3,000 -1,000	-25%	-$4.16K	﹤0.01%	1894
2020 Q2	$16.3K	Hold	4,000	–	–	﹤0.01%	1726
2020 Q1	$16.3K	Hold	4,000	–	–	﹤0.01%	1601
2019 Q4	$19K	Hold	4,000	–	–	﹤0.01%	1749
2019 Q3	$18.4K	Hold	4,000	–	–	﹤0.01%	1700
2019 Q2	$18.4K	Hold	4,000	–	–	﹤0.01%	1690
2019 Q1	$18.2K	Hold	4,000	–	–	﹤0.01%	1616
2018 Q4	$17K	Hold	4,000	–	–	﹤0.01%	1435
2018 Q3	$18.1K	Hold	4,000	–	–	﹤0.01%	1518
2018 Q2	$18.7K	Hold	4,000	–	–	﹤0.01%	1476
2018 Q1	$18.8K	Hold	4,000	–	–	﹤0.01%	1405
2017 Q4	$19.1K	Buy	+4,000	New	+$19K	﹤0.01%	1344

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

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

GCP

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

KIM

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

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

Lloyd Park Wilmette, Illinois $81M AUM 14.95% 1-Year Est. Return

American Portfolios Advisors's PIM Position: Q3 2022 in Review

American Portfolios Advisors held its Franklin Master Intermediate Income Trust (PIM) position steady in Q3 2022 at 1,000 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2976.

American Portfolios Advisors first reported a position in PIM in Q4 2017 and has held it in 20 quarters since. The position peaked at $19.1K in Q4 2017. 44 funds tracked by Wall St. Rank hold PIM as of Q3 2022.

American Portfolios Advisors held 1,000 shares of Franklin Master Intermediate Income Trust worth $3.25K as of Q3 2022.
American Portfolios Advisors left its Franklin Master Intermediate Income Trust share count unchanged in Q3 2022.
Franklin Master Intermediate Income Trust made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2976 holding.
American Portfolios Advisors first reported a position in Franklin Master Intermediate Income Trust in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Franklin Master Intermediate Income Trust position peaked at $19.1K in Q4 2017.
44 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.