Farmers & Merchants Trust Co of Chambersburg PA’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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
2024 Q1	–	Sell	-4,500	Closed	-$14K	–	480
2023 Q4	$14K	Buy	4,500 +1,500	+50%	+$4.59K	0.01%	304
2023 Q3	$9K	Hold	3,000	–	–	0.01%	299
2023 Q2	$9K	Hold	3,000	–	–	0.01%	302
2023 Q1	$10K	Hold	3,000	–	–	0.01%	275
2022 Q4	$10K	Hold	3,000	–	–	0.01%	272
2022 Q3	$10K	Hold	3,000	–	–	0.01%	257
2022 Q2	$10K	Hold	3,000	–	–	0.01%	266
2022 Q1	$11K	Hold	3,000	–	–	0.01%	252
2021 Q4	$12K	Hold	3,000	–	–	0.01%	258
2021 Q3	$12K	Hold	3,000	–	–	0.01%	251
2021 Q2	$13K	Hold	3,000	–	–	0.01%	263
2021 Q1	$13K	Hold	3,000	–	–	0.01%	232
2020 Q4	$13K	Hold	3,000	–	–	0.01%	214
2020 Q3	$12K	Hold	3,000	–	–	0.01%	211
2020 Q2	$12K	Hold	3,000	–	–	0.01%	223
2020 Q1	$12K	Buy	+3,000	New	+$13.6K	0.01%	223

Other funds holding PIM

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's PIM Position: Q1 2024 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2024, closing a stake of 4,500 shares — an estimated $14K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in PIM in Q1 2020 and held it in 16 quarters. The position peaked at $14K in Q4 2023. 46 funds tracked by Wall St. Rank hold PIM as of Q1 2024.

Farmers & Merchants Trust Co of Chambersburg PA reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2024 after selling out during the quarter.
Farmers & Merchants Trust Co of Chambersburg PA sold 4,500 Franklin Master Intermediate Income Trust shares in Q1 2024, an estimated $14K.
Farmers & Merchants Trust Co of Chambersburg PA first reported a position in Franklin Master Intermediate Income Trust in Q1 2020 and held it in 16 quarters.
Farmers & Merchants Trust Co of Chambersburg PA's Franklin Master Intermediate Income Trust position peaked at $14K in Q4 2023.
46 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2024.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q1 2024, filed 26 Apr 2024.