BFEC
PIM

Benjamin F. Edwards & Company’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Benjamin F. Edwards & Company’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
2014
Q1 		– Sell
-266
Closed -$1K – 947
2013
Q4 		$1K Hold
266
– – ﹤0.01% 916
2013
Q3 		$1K Hold
266
– – ﹤0.01% 805
2013
Q2 		$1K Buy
+266
New +$1.36K ﹤0.01% 769

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
SCM
Saba Capital Management New York $3.62B AUM 13% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Benjamin F. Edwards & Company's PIM Position: Q1 2014 in Review

Benjamin F. Edwards & Company sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2014, closing a stake of 266 shares — an estimated $1K sold.

Benjamin F. Edwards & Company first reported a position in PIM in Q2 2013 and held it in 3 quarters. The position peaked at $1K in Q4 2013. 57 funds tracked by Wall St. Rank hold PIM as of Q1 2014.

  • Benjamin F. Edwards & Company reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2014 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 266 Franklin Master Intermediate Income Trust shares in Q1 2014, an estimated $1K.
  • Benjamin F. Edwards & Company first reported a position in Franklin Master Intermediate Income Trust in Q2 2013 and held it in 3 quarters.
  • Benjamin F. Edwards & Company's Franklin Master Intermediate Income Trust position peaked at $1K in Q4 2013.
  • 57 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2014.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2014, filed 14 Apr 2014.