DHGWA
PIM

Dixon Hughes Goodman Wealth Advisors’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$0 Hold
47
– – ﹤0.01% 1026
2021
Q4 		$0 Buy
+47
New +$187 ﹤0.01% 848

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's PIM Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Franklin Master Intermediate Income Trust (PIM) position steady in Q1 2022 at 47 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Dixon Hughes Goodman Wealth Advisors first reported a position in PIM in Q4 2021 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold PIM as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 47 shares of Franklin Master Intermediate Income Trust worth $0 as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Franklin Master Intermediate Income Trust share count unchanged in Q1 2022.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #1026 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Franklin Master Intermediate Income Trust in Q4 2021 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.