First Foundation Advisors’s Franklin Master Intermediate Income Trust PIM Stock Holding History

First Foundation 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
2023 Q4	–	Sell	-15,000	Closed	-$45.3K	–	447
2023 Q3	$45.3K	Hold	15,000	–	–	﹤0.01%	419
2023 Q2	$47.4K	Hold	15,000	–	–	﹤0.01%	414
2023 Q1	$47.7K	Hold	15,000	–	–	﹤0.01%	389
2022 Q4	$48K	Hold	15,000	–	–	﹤0.01%	397
2022 Q3	$49K	Hold	15,000	–	–	﹤0.01%	380
2022 Q2	$51K	Buy	+15,000	New	+$52K	﹤0.01%	398

Other funds holding PIM

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

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

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GCP

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

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

First Foundation Advisors's PIM Position: Q4 2023 in Review

First Foundation Advisors sold out of Franklin Master Intermediate Income Trust (PIM) in Q4 2023, closing a stake of 15,000 shares — an estimated $45.3K sold.

First Foundation Advisors first reported a position in PIM in Q2 2022 and held it in 6 quarters. The position peaked at $51K in Q2 2022. 54 funds tracked by Wall St. Rank hold PIM as of Q4 2023.

First Foundation Advisors reported no remaining Franklin Master Intermediate Income Trust position as of Q4 2023 after selling out during the quarter.
First Foundation Advisors sold 15,000 Franklin Master Intermediate Income Trust shares in Q4 2023, an estimated $45.3K.
First Foundation Advisors first reported a position in Franklin Master Intermediate Income Trust in Q2 2022 and held it in 6 quarters.
First Foundation Advisors's Franklin Master Intermediate Income Trust position peaked at $51K in Q2 2022.
54 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q4 2023.

Based on First Foundation Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.