Coastal Bridge Advisors’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Coastal Bridge 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
2022 Q1	–	Sell	-77,211	Closed	-$327K	–	204
2021 Q4	$327K	Buy	+77,211	New	+$307K	0.07%	134
2021 Q3	–	Sell	-71,086	Closed	-$298K	–	154
2021 Q2	$298K	Buy	71,086 +973	+1%	+$4.12K	0.06%	109
2021 Q1	$303K	Sell	70,113 -7,098	-9%	-$29.9K	0.06%	102
2020 Q4	$327K	Buy	77,211 +1,509	+2%	+$6.23K	0.07%	93
2020 Q3	$311K	Buy	75,702 +1,448	+2%	+$6.02K	0.09%	86
2020 Q2	$303K	Buy	74,254 +1,426	+2%	+$6.06K	0.1%	96
2020 Q1	$297K	Buy	72,828 +1,215	+2%	+$5.5K	0.11%	91
2019 Q4	$339K	Sell	71,613 -2,039	-3%	-$9.58K	0.09%	87
2019 Q3	$338K	Buy	73,652 +1,128	+2%	+$5.18K	0.12%	94
2019 Q2	$333K	Buy	72,524 +1,121	+2%	+$5.09K	0.1%	90
2019 Q1	$324K	Buy	71,403 +1,135	+2%	+$5.05K	0.11%	91
2018 Q4	$299K	Buy	70,268 +808	+1%	+$3.56K	0.12%	90
2018 Q3	$314K	Buy	69,460 +769	+1%	+$3.53K	0.12%	94
2018 Q2	$321K	Sell	68,691 -1,665	-2%	-$7.87K	0.13%	89
2018 Q1	$331K	Sell	70,356 -31,410	-31%	-$150K	0.12%	85
2017 Q4	$489K	Buy	101,766 +6,158	+6%	+$29.2K	0.16%	68
2017 Q3	$452K	Buy	95,608 +103	+0.1%	+$487	0.15%	69
2017 Q2	$447K	Buy	95,505 +54,173	+131%	+$258K	0.15%	66
2017 Q1	$194K	Buy	+41,332	New	+$193K	0.07%	83

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

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

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Coastal Bridge Advisors's PIM Position: Q1 2022 in Review

Coastal Bridge Advisors sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2022, closing a stake of 77,211 shares — an estimated $327K sold.

Coastal Bridge Advisors first reported a position in PIM in Q1 2017 and held it in 19 quarters. The position peaked at $489K in Q4 2017. 43 funds tracked by Wall St. Rank hold PIM as of Q1 2022.

Coastal Bridge Advisors reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2022 after selling out during the quarter.
Coastal Bridge Advisors sold 77,211 Franklin Master Intermediate Income Trust shares in Q1 2022, an estimated $327K.
Coastal Bridge Advisors first reported a position in Franklin Master Intermediate Income Trust in Q1 2017 and held it in 19 quarters.
Coastal Bridge Advisors's Franklin Master Intermediate Income Trust position peaked at $489K in Q4 2017.
43 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2022.

Based on Coastal Bridge Advisors's 13F filing for Q1 2022, filed 13 May 2022.