CPRC
PIM

Consolidated Portfolio Review Corp’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Consolidated Portfolio Review Corp’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
Q4 		– Sell
-367,187
Closed -$1.26M – 295
2025
Q3 		$1.26M Buy
367,187
+3,990
+1% +$13.4K 0.16% 142
2025
Q2 		$1.22M Buy
363,197
+33,878
+10% +$112K 0.17% 135
2025
Q1 		$1.09M Buy
329,319
+36,533
+12% +$120K 0.18% 132
2024
Q4 		$954K Buy
292,786
+26,024
+10% +$85.7K 0.15% 157
2024
Q3 		$904K Buy
266,762
+14,721
+6% +$48.9K 0.2% 128
2024
Q2 		$813K Buy
252,041
+11,882
+5% +$37.6K 0.19% 140
2024
Q1 		$769K Sell
240,159
-3,371
-1% -$10.8K 0.2% 123
2023
Q4 		$777K Buy
243,530
+115,261
+90% +$352K 0.18% 129
2023
Q3 		$387K Buy
128,269
+87,744
+217% +$276K 0.09% 204
2023
Q2 		$128K Buy
40,525
+447
+1% +$1.41K 0.03% 309
2023
Q1 		$127K Buy
+40,078
New +$130K 0.03% 273

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 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
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Consolidated Portfolio Review Corp's PIM Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Franklin Master Intermediate Income Trust (PIM) in Q4 2025, closing a stake of 367,187 shares — an estimated $1.26M sold.

Consolidated Portfolio Review Corp first reported a position in PIM in Q1 2023 and held it in 11 quarters. The position peaked at $1.26M in Q3 2025. 60 funds tracked by Wall St. Rank hold PIM as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining Franklin Master Intermediate Income Trust position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 367,187 Franklin Master Intermediate Income Trust shares in Q4 2025, an estimated $1.26M.
  • Consolidated Portfolio Review Corp first reported a position in Franklin Master Intermediate Income Trust in Q1 2023 and held it in 11 quarters.
  • Consolidated Portfolio Review Corp's Franklin Master Intermediate Income Trust position peaked at $1.26M in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.