AWA
PIM

Arkadios Wealth Advisors’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-224
Closed – – 1436
2021
Q3 		$0 Sell
224
-1,707
-88% -$7.04K ﹤0.01% 2007
2021
Q2 		$8K Buy
1,931
+1,557
+416% +$6.59K ﹤0.01% 1602
2021
Q1 		$1K Sell
374
-154
-29% -$649 ﹤0.01% 1603
2020
Q4 		$2K Buy
+528
New +$2.18K ﹤0.01% 1265

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arkadios Wealth Advisors's PIM Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Franklin Master Intermediate Income Trust (PIM) in Q4 2021, closing a stake of 224 shares.

Arkadios Wealth Advisors first reported a position in PIM in Q4 2020 and held it in 4 quarters. The position peaked at $8K in Q2 2021. 48 funds tracked by Wall St. Rank hold PIM as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Franklin Master Intermediate Income Trust position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 224 Franklin Master Intermediate Income Trust shares in Q4 2021.
  • Arkadios Wealth Advisors first reported a position in Franklin Master Intermediate Income Trust in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Franklin Master Intermediate Income Trust position peaked at $8K in Q2 2021.
  • 48 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.