CCIM
PIM

Chapwood Capital Investment Management’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Chapwood Capital Investment Management’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
2019
Q4 		$302K Buy
+63,682
New +$299K 0.3% 50

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Chapwood Capital Investment Management's PIM Position: Q4 2019 in Review

Chapwood Capital Investment Management opened a new position in Franklin Master Intermediate Income Trust (PIM) in Q4 2019: 63,682 shares worth $302K. The stake represents 0.3% of the portfolio and ranks #50 among its holdings.

49 funds tracked by Wall St. Rank hold PIM as of Q4 2019.

  • Chapwood Capital Investment Management held 63,682 shares of Franklin Master Intermediate Income Trust worth $302K as of Q4 2019.
  • Franklin Master Intermediate Income Trust was a new Chapwood Capital Investment Management position in Q4 2019.
  • Franklin Master Intermediate Income Trust made up 0.3% of Chapwood Capital Investment Management's portfolio in Q4 2019, its #50 holding.
  • 49 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q4 2019.

Based on Chapwood Capital Investment Management's 13F filing for Q4 2019, filed 21 Jan 2020.