Cetera Advisor Networks’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Cetera Advisor Networks’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 Q3	–	Sell	-1,591	Closed	-$6K	–	2531
2020 Q2	$6K	Buy	+1,591	New	+$6.76K	﹤0.01%	2927
2014 Q2	–	Sell	-11,005	Closed	-$57K	–	817
2014 Q1	$57K	Hold	11,005	–	–	﹤0.01%	764
2013 Q4	$55K	Hold	11,005	–	–	﹤0.01%	750
2013 Q3	$54K	Buy	+11,005	New	+$54.2K	﹤0.01%	680

Other funds holding PIM

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Cetera Advisor Networks's PIM Position: Q3 2020 in Review

Cetera Advisor Networks sold out of Franklin Master Intermediate Income Trust (PIM) in Q3 2020, closing a stake of 1,591 shares — an estimated $6K sold.

Cetera Advisor Networks first reported a position in PIM in Q3 2013 and held it in 4 quarters. The position peaked at $57K in Q1 2014. 43 funds tracked by Wall St. Rank hold PIM as of Q3 2020.

Cetera Advisor Networks reported no remaining Franklin Master Intermediate Income Trust position as of Q3 2020 after selling out during the quarter.
Cetera Advisor Networks sold 1,591 Franklin Master Intermediate Income Trust shares in Q3 2020, an estimated $6K.
Cetera Advisor Networks first reported a position in Franklin Master Intermediate Income Trust in Q3 2013 and held it in 4 quarters.
Cetera Advisor Networks's Franklin Master Intermediate Income Trust position peaked at $57K in Q1 2014.
43 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.