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

Essential 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
2025
Q1 		– Sell
-205,205
Closed -$676K – 242
2024
Q4 		$676K Buy
+205,205
New +$676K ﹤0.01% 249

Other funds holding PIM

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.3B AUM 39.4% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Transform Wealth
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Essential Planning's PIM Position: Q1 2025 in Review

Essential Planning sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2025, closing a stake of 205,205 shares — an estimated $676K sold.

Essential Planning first reported a position in PIM in Q4 2024 and held it in 1 quarter. The position peaked at $676K in Q4 2024. 58 funds tracked by Wall St. Rank hold PIM as of Q1 2025.

  • Essential Planning reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 205,205 Franklin Master Intermediate Income Trust shares in Q1 2025, an estimated $676K.
  • Essential Planning first reported a position in Franklin Master Intermediate Income Trust in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Franklin Master Intermediate Income Trust position peaked at $676K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.