CA
PIM

Calton & Associates’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-1,050
Closed -$4K – 1025
2017
Q4 		$4K Buy
+1,050
New +$4.98K ﹤0.01% 1294

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 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

Calton & Associates's PIM Position: Q1 2018 in Review

Calton & Associates sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2018, closing a stake of 1,050 shares — an estimated $4K sold.

Calton & Associates first reported a position in PIM in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 49 funds tracked by Wall St. Rank hold PIM as of Q1 2018.

  • Calton & Associates reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,050 Franklin Master Intermediate Income Trust shares in Q1 2018, an estimated $4K.
  • Calton & Associates first reported a position in Franklin Master Intermediate Income Trust in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Franklin Master Intermediate Income Trust position peaked at $4K in Q4 2017.
  • 49 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.