CIA
PIM

Concurrent Investment Advisors’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Concurrent Investment 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
2025
Q3 		– Sell
-10,620
Closed -$35.6K – 1574
2025
Q2 		$35.6K Hold
10,620
– – ﹤0.01% 1358
2025
Q1 		$35.3K Buy
+10,620
New +$35K ﹤0.01% 1206

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SSIM
Sheets Smith Investment Management Houston, Texas $154M AUM 66.97% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 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

Concurrent Investment Advisors's PIM Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of Franklin Master Intermediate Income Trust (PIM) in Q3 2025, closing a stake of 10,620 shares — an estimated $35.6K sold.

Concurrent Investment Advisors first reported a position in PIM in Q1 2025 and held it in 2 quarters. The position peaked at $35.6K in Q2 2025. 60 funds tracked by Wall St. Rank hold PIM as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining Franklin Master Intermediate Income Trust position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 10,620 Franklin Master Intermediate Income Trust shares in Q3 2025, an estimated $35.6K.
  • Concurrent Investment Advisors first reported a position in Franklin Master Intermediate Income Trust in Q1 2025 and held it in 2 quarters.
  • Concurrent Investment Advisors's Franklin Master Intermediate Income Trust position peaked at $35.6K in Q2 2025.
  • 60 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.