Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Dynamic Advisor Solutions’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
2021
Q1 		– Sell
-30,829
Closed -$130K – 757
2020
Q4 		$130K Sell
30,829
-1,743
-5% -$7.2K 0.01% 635
2020
Q3 		$134K Sell
32,572
-6,007
-16% -$25K 0.02% 562
2020
Q2 		$157K Buy
38,579
+2,962
+8% +$12.6K 0.02% 498
2020
Q1 		$145K Sell
35,617
-5,307
-13% -$24K 0.03% 434
2019
Q4 		$194K Buy
40,924
+1,194
+3% +$5.61K 0.03% 508
2019
Q3 		$182K Sell
39,730
-863
-2% -$3.96K 0.03% 474
2019
Q2 		$186K Sell
40,593
-4,295
-10% -$19.5K 0.03% 461
2019
Q1 		$204K Buy
44,888
+8,045
+22% +$35.8K 0.04% 375
2018
Q4 		$161K Buy
36,843
+3,961
+12% +$17.4K 0.03% 370
2018
Q3 		$149K Buy
32,882
+49
+0.1% +$225 0.03% 392
2018
Q2 		$153K Buy
32,833
+8,609
+36% +$40.7K 0.03% 392
2018
Q1 		$114K Buy
+24,224
New +$115K 0.03% 356

Other funds holding PIM

Sit Investment Associates
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Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Landscape Capital Management
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
Mid Atlantic Financial Management
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Dynamic Advisor Solutions's PIM Position: Q1 2021 in Review

Dynamic Advisor Solutions sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2021, closing a stake of 30,829 shares — an estimated $130K sold.

Dynamic Advisor Solutions first reported a position in PIM in Q1 2018 and held it in 12 quarters. The position peaked at $204K in Q1 2019. 55 funds tracked by Wall St. Rank hold PIM as of Q1 2021.

  • Dynamic Advisor Solutions reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 30,829 Franklin Master Intermediate Income Trust shares in Q1 2021, an estimated $130K.
  • Dynamic Advisor Solutions first reported a position in Franklin Master Intermediate Income Trust in Q1 2018 and held it in 12 quarters.
  • Dynamic Advisor Solutions's Franklin Master Intermediate Income Trust position peaked at $204K in Q1 2019.
  • 55 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2021, filed 27 Apr 2021.