CSC
PIM

Caldwell Sutter Capital’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Caldwell Sutter Capital’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
2025
Q3 		– Sell
-1,796
Closed -$6.02K – 885
2025
Q2 		$6.02K Hold
1,796
– – ﹤0.01% 599
2025
Q1 		$5.96K Buy
+1,796
New +$5.92K ﹤0.01% 604

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SSIM
Sheets Smith Investment Management Houston, Texas $154M AUM 66.97% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

Caldwell Sutter Capital's PIM Position: Q3 2025 in Review

Caldwell Sutter Capital sold out of Franklin Master Intermediate Income Trust (PIM) in Q3 2025, closing a stake of 1,796 shares — an estimated $6.02K sold.

Caldwell Sutter Capital first reported a position in PIM in Q1 2025 and held it in 2 quarters. The position peaked at $6.02K in Q2 2025. 60 funds tracked by Wall St. Rank hold PIM as of Q3 2025.

  • Caldwell Sutter Capital reported no remaining Franklin Master Intermediate Income Trust position as of Q3 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 1,796 Franklin Master Intermediate Income Trust shares in Q3 2025, an estimated $6.02K.
  • Caldwell Sutter Capital first reported a position in Franklin Master Intermediate Income Trust in Q1 2025 and held it in 2 quarters.
  • Caldwell Sutter Capital's Franklin Master Intermediate Income Trust position peaked at $6.02K in Q2 2025.
  • 60 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2025.

Based on Caldwell Sutter Capital's 13F filing for Q3 2025, filed 29 Oct 2025.