CFB
PIM

Cullen/Frost Bankers’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Cullen/Frost Bankers’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
2020
Q3 		– Sell
-1,000
Closed -$4K – 1246
2020
Q2 		$4K Buy
+1,000
New +$4.25K ﹤0.01% 983

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Cullen/Frost Bankers's PIM Position: Q3 2020 in Review

Cullen/Frost Bankers sold out of Franklin Master Intermediate Income Trust (PIM) in Q3 2020, closing a stake of 1,000 shares — an estimated $4K sold.

Cullen/Frost Bankers first reported a position in PIM in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 43 funds tracked by Wall St. Rank hold PIM as of Q3 2020.

  • Cullen/Frost Bankers reported no remaining Franklin Master Intermediate Income Trust position as of Q3 2020 after selling out during the quarter.
  • Cullen/Frost Bankers sold 1,000 Franklin Master Intermediate Income Trust shares in Q3 2020, an estimated $4K.
  • Cullen/Frost Bankers first reported a position in Franklin Master Intermediate Income Trust in Q2 2020 and held it in 1 quarter.
  • Cullen/Frost Bankers's Franklin Master Intermediate Income Trust position peaked at $4K in Q2 2020.
  • 43 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2020.

Based on Cullen/Frost Bankers's 13F filing for Q3 2020, filed 5 Nov 2020.