CWSR
PIM

Chessman Wealth Strategies RIA’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Chessman Wealth Strategies RIA’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
Q4 		– Sell
-7
Closed – – 133
2018
Q3 		$0 Buy
+7
New +$32 ﹤0.01% 205

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Chessman Wealth Strategies RIA's PIM Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Franklin Master Intermediate Income Trust (PIM) in Q4 2018, closing a stake of 7 shares.

Chessman Wealth Strategies RIA first reported a position in PIM in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 52 funds tracked by Wall St. Rank hold PIM as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Franklin Master Intermediate Income Trust position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 7 Franklin Master Intermediate Income Trust shares in Q4 2018.
  • Chessman Wealth Strategies RIA first reported a position in Franklin Master Intermediate Income Trust in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Franklin Master Intermediate Income Trust position peaked at $0 in Q3 2018.
  • 52 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.