Ameriprise
PIM

Ameriprise’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Ameriprise’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
2017
Q2 		– Sell
-13,810
Closed -$65K – 3787
2017
Q1 		$65K Buy
+13,810
New +$64.5K ﹤0.01% 3567
2013
Q4 		– Sell
-51,691
Closed -$252K – 5365
2013
Q3 		$252K Buy
51,691
+35
+0.1% +$172 ﹤0.01% 3090
2013
Q2 		$257K Buy
+51,656
New +$264K ﹤0.01% 2993

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ameriprise's PIM Position: Q2 2017 in Review

Ameriprise sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2017, closing a stake of 13,810 shares — an estimated $65K sold.

Ameriprise first reported a position in PIM in Q2 2013 and held it in 3 quarters. The position peaked at $257K in Q2 2013. 51 funds tracked by Wall St. Rank hold PIM as of Q2 2017.

  • Ameriprise reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2017 after selling out during the quarter.
  • Ameriprise sold 13,810 Franklin Master Intermediate Income Trust shares in Q2 2017, an estimated $65K.
  • Ameriprise first reported a position in Franklin Master Intermediate Income Trust in Q2 2013 and held it in 3 quarters.
  • Ameriprise's Franklin Master Intermediate Income Trust position peaked at $257K in Q2 2013.
  • 51 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2017.

Based on Ameriprise's 13F filing for Q2 2017, filed 10 Aug 2017.