AssetMark Inc
PIM

AssetMark Inc’s Franklin Master Intermediate Income Trust PIM Stock Holding History

AssetMark Inc’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
Q3 		– Sell
-2,280
Closed -$11K – 1585
2017
Q2 		$11K Buy
+2,280
New +$10.9K ﹤0.01% 1017

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

AssetMark Inc's PIM Position: Q3 2017 in Review

AssetMark Inc sold out of Franklin Master Intermediate Income Trust (PIM) in Q3 2017, closing a stake of 2,280 shares — an estimated $11K sold.

AssetMark Inc first reported a position in PIM in Q2 2017 and held it in 1 quarter. The position peaked at $11K in Q2 2017. 47 funds tracked by Wall St. Rank hold PIM as of Q3 2017.

  • AssetMark Inc reported no remaining Franklin Master Intermediate Income Trust position as of Q3 2017 after selling out during the quarter.
  • AssetMark Inc sold 2,280 Franklin Master Intermediate Income Trust shares in Q3 2017, an estimated $11K.
  • AssetMark Inc first reported a position in Franklin Master Intermediate Income Trust in Q2 2017 and held it in 1 quarter.
  • AssetMark Inc's Franklin Master Intermediate Income Trust position peaked at $11K in Q2 2017.
  • 47 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2017.

Based on AssetMark Inc's 13F filing for Q3 2017, filed 8 Nov 2017.