CWA
PIM

Clarus Wealth Advisors’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Clarus Wealth Advisors’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
Q3 		– Sell
-1,476
Closed -$7K – 443
2019
Q2 		$7K Hold
1,476
– – 0.01% 469
2019
Q1 		$7K Hold
1,476
– – 0.01% 552
2018
Q4 		$6K Hold
1,476
– – 0.01% 566
2018
Q3 		$7K Hold
1,476
– – ﹤0.01% 585
2018
Q2 		$7K Buy
+1,476
New +$6.98K 0.01% 581

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clarus Wealth Advisors's PIM Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Franklin Master Intermediate Income Trust (PIM) in Q3 2019, closing a stake of 1,476 shares — an estimated $7K sold.

Clarus Wealth Advisors first reported a position in PIM in Q2 2018 and held it in 5 quarters. The position peaked at $7K in Q2 2019. 54 funds tracked by Wall St. Rank hold PIM as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Franklin Master Intermediate Income Trust position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,476 Franklin Master Intermediate Income Trust shares in Q3 2019, an estimated $7K.
  • Clarus Wealth Advisors first reported a position in Franklin Master Intermediate Income Trust in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Franklin Master Intermediate Income Trust position peaked at $7K in Q2 2019.
  • 54 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.