Cambridge Investment Research Advisors
PIM

Cambridge Investment Research Advisors’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Cambridge Investment Research 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
2026
Q1 		$56K Hold
17,008
– – ﹤0.01% 3848
2025
Q4 		$57K Hold
17,008
– – ﹤0.01% 3749
2025
Q3 		$59K Buy
17,008
+580
+4% +$1.95K ﹤0.01% 3646
2025
Q2 		$55K Sell
16,428
-21,046
-56% -$69.5K ﹤0.01% 3534
2025
Q1 		$124K Buy
37,474
+20,196
+117% +$66.6K ﹤0.01% 3320
2024
Q4 		$56K Buy
+17,278
New +$56.9K ﹤0.01% 3370
2019
Q3 		– Sell
-14,447
Closed -$66K – 2389
2019
Q2 		$66K Sell
14,447
-1,465
-9% -$6.65K ﹤0.01% 2131
2019
Q1 		$72K Buy
15,912
+570
+4% +$2.53K ﹤0.01% 2209
2018
Q4 		$65K Sell
15,342
-2,375
-13% -$10.5K ﹤0.01% 2068
2018
Q3 		$80K Buy
17,717
+934
+6% +$4.29K ﹤0.01% 2158
2018
Q2 		$78K Sell
16,783
-2,992
-15% -$14.1K ﹤0.01% 2127
2018
Q1 		$93K Sell
19,775
-6,492
-25% -$30.9K ﹤0.01% 2061
2017
Q4 		$125K Buy
26,267
+7,580
+41% +$36K ﹤0.01% 2009
2017
Q3 		$88K Buy
18,687
+3,008
+19% +$14.2K ﹤0.01% 1931
2017
Q2 		$73K Buy
15,679
+600
+4% +$2.86K ﹤0.01% 1864
2017
Q1 		$71K Sell
15,079
-1,000
-6% -$4.67K ﹤0.01% 1715
2016
Q4 		$74K Sell
16,079
-118
-0.7% -$523 ﹤0.01% 1606
2016
Q3 		$72K Buy
16,197
+1,118
+7% +$4.97K ﹤0.01% 1687
2016
Q2 		$65K Hold
15,079
– – ﹤0.01% 1506
2016
Q1 		$66K Hold
15,079
– – ﹤0.01% 1539
2015
Q4 		$69K Sell
15,079
-750
-5% -$3.42K ﹤0.01% 1514
2015
Q3 		$71K Sell
15,829
-2,950
-16% -$13.7K ﹤0.01% 1374
2015
Q2 		$89K Sell
18,779
-10,800
-37% -$52.2K ﹤0.01% 1377
2015
Q1 		$145K Sell
29,579
-8,661
-23% -$41.9K ﹤0.01% 1303
2014
Q4 		$184K Buy
38,240
+2,861
+8% +$14.2K 0.01% 1232
2014
Q3 		$178K Sell
35,379
-3,500
-9% -$17.7K 0.01% 1330
2014
Q2 		$200K Buy
38,879
+4,596
+13% +$23.6K 0.01% 1201
2014
Q1 		$177K Buy
34,283
+2,954
+9% +$15K 0.01% 1166
2013
Q4 		$158K Buy
31,329
+3,740
+14% +$18.6K 0.01% 1129
2013
Q3 		$135K Buy
27,589
+2,800
+11% +$13.8K 0.01% 1101
2013
Q2 		$123K Buy
+24,789
New +$127K 0.01% 1038

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cambridge Investment Research Advisors's PIM Position: Q1 2026 in Review

Cambridge Investment Research Advisors held its Franklin Master Intermediate Income Trust (PIM) position steady in Q1 2026 at 17,008 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #3848.

Cambridge Investment Research Advisors first reported a position in PIM in Q2 2013 and has held it in 31 quarters since. The position peaked at $200K in Q2 2014. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • Cambridge Investment Research Advisors held 17,008 shares of Franklin Master Intermediate Income Trust worth $56K as of Q1 2026.
  • Cambridge Investment Research Advisors left its Franklin Master Intermediate Income Trust share count unchanged in Q1 2026.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3848 holding.
  • Cambridge Investment Research Advisors first reported a position in Franklin Master Intermediate Income Trust in Q2 2013 and has held it in 31 quarters since.
  • Cambridge Investment Research Advisors's Franklin Master Intermediate Income Trust position peaked at $200K in Q2 2014.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.