CWP
PIM

Capital Wealth Planning’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Capital Wealth Planning’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
2020
Q2 		– Sell
-28,400
Closed -$116K – 170
2020
Q1 		$116K Buy
+28,400
New +$129K 0.01% 224
2019
Q4 		– Sell
-28,400
Closed -$133K – 230
2019
Q3 		$133K Hold
28,400
– – 0.01% 251
2019
Q2 		$130K Buy
+28,400
New +$129K 0.01% 249

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
TA
TCG Advisors Austin, Texas $1.03M AUM 123.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Wealth Planning's PIM Position: Q2 2020 in Review

Capital Wealth Planning sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2020, closing a stake of 28,400 shares — an estimated $116K sold.

Capital Wealth Planning first reported a position in PIM in Q2 2019 and held it in 3 quarters. The position peaked at $133K in Q3 2019. 46 funds tracked by Wall St. Rank hold PIM as of Q2 2020.

  • Capital Wealth Planning reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 28,400 Franklin Master Intermediate Income Trust shares in Q2 2020, an estimated $116K.
  • Capital Wealth Planning first reported a position in Franklin Master Intermediate Income Trust in Q2 2019 and held it in 3 quarters.
  • Capital Wealth Planning's Franklin Master Intermediate Income Trust position peaked at $133K in Q3 2019.
  • 46 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.