CPIG
PIM

Chicago Partners Investment Group’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Chicago Partners Investment Group’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 		– Sell
-10,600
Closed -$34.9K – 1533
2025
Q4 		$34.9K Hold
10,600
– – ﹤0.01% 1285
2025
Q3 		$35.5K Buy
10,600
+69
+0.7% +$233 ﹤0.01% 1205
2025
Q2 		$34.8K Buy
10,531
+137
+1% +$452 ﹤0.01% 1084
2025
Q1 		$34.7K Buy
10,394
+272
+3% +$897 ﹤0.01% 922
2024
Q4 		$33.2K Buy
+10,122
New +$33.3K ﹤0.01% 843

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

Chicago Partners Investment Group's PIM Position: Q1 2026 in Review

Chicago Partners Investment Group sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2026, closing a stake of 10,600 shares — an estimated $34.9K sold.

Chicago Partners Investment Group first reported a position in PIM in Q4 2024 and held it in 5 quarters. The position peaked at $35.5K in Q3 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • Chicago Partners Investment Group reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2026 after selling out during the quarter.
  • Chicago Partners Investment Group sold 10,600 Franklin Master Intermediate Income Trust shares in Q1 2026, an estimated $34.9K.
  • Chicago Partners Investment Group first reported a position in Franklin Master Intermediate Income Trust in Q4 2024 and held it in 5 quarters.
  • Chicago Partners Investment Group's Franklin Master Intermediate Income Trust position peaked at $35.5K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.