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Credit Suisse’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Credit Suisse’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
2023
Q1 		– Sell
-736
Closed -$2.35K – 3604
2022
Q4 		$2.35K Hold
736
– – ﹤0.01% 3544
2022
Q3 		$2K Hold
736
– – ﹤0.01% 3753
2022
Q2 		$3K Buy
+736
New +$2.55K ﹤0.01% 3775

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Credit Suisse's PIM Position: Q1 2023 in Review

Credit Suisse sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2023, closing a stake of 736 shares — an estimated $2.35K sold.

Credit Suisse first reported a position in PIM in Q2 2022 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 49 funds tracked by Wall St. Rank hold PIM as of Q1 2023.

  • Credit Suisse reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2023 after selling out during the quarter.
  • Credit Suisse sold 736 Franklin Master Intermediate Income Trust shares in Q1 2023, an estimated $2.35K.
  • Credit Suisse first reported a position in Franklin Master Intermediate Income Trust in Q2 2022 and held it in 3 quarters.
  • Credit Suisse's Franklin Master Intermediate Income Trust position peaked at $3K in Q2 2022.
  • 49 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.