FIA
PIM

FNY Investment Advisers’s Franklin Master Intermediate Income Trust PIM Stock Holding History

FNY Investment Advisers’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
-500
Closed -$1K – 914
2024
Q4 		$1K Hold
500
– – ﹤0.01% 630
2024
Q3 		$1K Buy
+500
New +$1.66K ﹤0.01% 639
2024
Q2 		– Sell
-500
Closed -$1 – 741
2024
Q1 		$1 Hold
500
– – ﹤0.01% 638
2023
Q4 		$1K Hold
500
– – ﹤0.01% 437
2023
Q3 		$1K Hold
500
– – ﹤0.01% 580
2023
Q2 		$1K Hold
500
– – ﹤0.01% 493
2023
Q1 		$1K Hold
500
– – ﹤0.01% 522
2022
Q4 		$1K Buy
500
+200
+67% +$657 ﹤0.01% 456
2022
Q3 		$0 Hold
300
– – ﹤0.01% 790
2022
Q2 		$1K Hold
300
– – ﹤0.01% 643
2022
Q1 		$1K Buy
+300
New +$1.09K ﹤0.01% 685
2021
Q2 		– Sell
-5,893
Closed -$25K – 924
2021
Q1 		$25K Sell
5,893
-9,548
-62% -$40.3K 0.01% 501
2020
Q4 		$65K Buy
+15,441
New +$63.8K 0.02% 345
2020
Q1 		– Sell
-22,290
Closed -$105K – 739
2019
Q4 		$105K Buy
22,290
+1,432
+7% +$6.73K 0.03% 350
2019
Q3 		$95K Buy
20,858
+20,615
+8,484% +$94.7K 0.03% 303
2019
Q2 		$1K Buy
243
+30
+14% +$136 ﹤0.01% 899
2019
Q1 		$0 Buy
213
+78
+58% +$347 ﹤0.01% 897
2018
Q4 		$0 Hold
135
– – ﹤0.01% 955
2018
Q3 		$0 Hold
135
– – ﹤0.01% 1224
2018
Q2 		$0 Buy
+135
New +$638 ﹤0.01% 1047

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

FNY Investment Advisers's PIM Position: Q1 2025 in Review

FNY Investment Advisers sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2025, closing a stake of 500 shares — an estimated $1K sold.

FNY Investment Advisers first reported a position in PIM in Q2 2018 and held it in 20 quarters. The position peaked at $105K in Q4 2019. 58 funds tracked by Wall St. Rank hold PIM as of Q1 2025.

  • FNY Investment Advisers reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2025 after selling out during the quarter.
  • FNY Investment Advisers sold 500 Franklin Master Intermediate Income Trust shares in Q1 2025, an estimated $1K.
  • FNY Investment Advisers first reported a position in Franklin Master Intermediate Income Trust in Q2 2018 and held it in 20 quarters.
  • FNY Investment Advisers's Franklin Master Intermediate Income Trust position peaked at $105K in Q4 2019.
  • 58 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2025.

Based on FNY Investment Advisers's 13F filing for Q1 2025, filed 17 Apr 2025.