BRWA
PIM

B. Riley Wealth Advisors’s Franklin Master Intermediate Income Trust PIM Stock Holding History

B. Riley 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
2015
Q1 		– Sell
-1,900
Closed -$9 – 1594
2014
Q4 		$9 Buy
+1,900
New +$9.44K ﹤0.01% 2930

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

B. Riley Wealth Advisors's PIM Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2015, closing a stake of 1,900 shares — an estimated $9 sold.

B. Riley Wealth Advisors first reported a position in PIM in Q4 2014 and held it in 1 quarter. The position peaked at $9 in Q4 2014. 55 funds tracked by Wall St. Rank hold PIM as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,900 Franklin Master Intermediate Income Trust shares in Q1 2015, an estimated $9.
  • B. Riley Wealth Advisors first reported a position in Franklin Master Intermediate Income Trust in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Franklin Master Intermediate Income Trust position peaked at $9 in Q4 2014.
  • 55 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.