Creative Planning
PIM

Creative Planning’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Creative Planning’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
Q3 		– Sell
-13
Closed – – 2415
2022
Q2 		$0 Buy
+13
New +$45 ﹤0.01% 2470
2017
Q3 		– Sell
-1,814
Closed -$8K – 3203
2017
Q2 		$8K Buy
1,814
+900
+98% +$4.28K ﹤0.01% 3768
2017
Q1 		$4K Sell
914
-1,633
-64% -$7.63K ﹤0.01% 4067
2016
Q4 		$12K Buy
2,547
+1,076
+73% +$4.77K ﹤0.01% 3433
2016
Q3 		$7K Hold
1,471
– – ﹤0.01% 3735
2016
Q2 		$6K Sell
1,471
-770
-34% -$3.37K ﹤0.01% 3553
2016
Q1 		$10K Sell
2,241
-4,590
-67% -$19.7K ﹤0.01% 3232
2015
Q4 		$31K Buy
6,831
+2,860
+72% +$13K ﹤0.01% 2507
2015
Q3 		$18K Sell
3,971
-13,076
-77% -$60.6K ﹤0.01% 2810
2015
Q2 		$80K Buy
17,047
+15,576
+1,059% +$75.3K ﹤0.01% 995
2015
Q1 		$7K Hold
1,471
– – ﹤0.01% 3400
2014
Q4 		$7K Sell
1,471
-2,000
-58% -$9.93K ﹤0.01% 3327
2014
Q3 		$17K Buy
3,471
+2,000
+136% +$10.1K ﹤0.01% 2636
2014
Q2 		$8K Sell
1,471
-704
-32% -$3.61K ﹤0.01% 2997
2014
Q1 		$11K Buy
2,175
+704
+48% +$3.57K ﹤0.01% 2716
2013
Q4 		$7K Hold
1,471
– – ﹤0.01% 2723
2013
Q3 		$7K Buy
1,471
+900
+158% +$4.43K ﹤0.01% 2622
2013
Q2 		$3K Buy
+571
New +$2.92K ﹤0.01% 2722

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LP
Lloyd Park Wilmette, Illinois $81M AUM 14.95% 1-Year Est. Return

Creative Planning's PIM Position: Q3 2022 in Review

Creative Planning sold out of Franklin Master Intermediate Income Trust (PIM) in Q3 2022, closing a stake of 13 shares.

Creative Planning first reported a position in PIM in Q2 2013 and held it in 18 quarters. The position peaked at $80K in Q2 2015. 44 funds tracked by Wall St. Rank hold PIM as of Q3 2022.

  • Creative Planning reported no remaining Franklin Master Intermediate Income Trust position as of Q3 2022 after selling out during the quarter.
  • Creative Planning sold 13 Franklin Master Intermediate Income Trust shares in Q3 2022.
  • Creative Planning first reported a position in Franklin Master Intermediate Income Trust in Q2 2013 and held it in 18 quarters.
  • Creative Planning's Franklin Master Intermediate Income Trust position peaked at $80K in Q2 2015.
  • 44 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.