FI
PIM

FormulaFolio Investments’s Franklin Master Intermediate Income Trust PIM Stock Holding History

FormulaFolio Investments’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
Q2 		$5K Hold
1,101
– – ﹤0.01% 352
2021
Q1 		$5K Buy
+1,101
New +$4.64K ﹤0.01% 348

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

FormulaFolio Investments's PIM Position: Q2 2021 in Review

FormulaFolio Investments held its Franklin Master Intermediate Income Trust (PIM) position steady in Q2 2021 at 1,101 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

FormulaFolio Investments first reported a position in PIM in Q1 2021 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold PIM as of Q2 2021.

  • FormulaFolio Investments held 1,101 shares of Franklin Master Intermediate Income Trust worth $5K as of Q2 2021.
  • FormulaFolio Investments left its Franklin Master Intermediate Income Trust share count unchanged in Q2 2021.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #352 holding.
  • FormulaFolio Investments first reported a position in Franklin Master Intermediate Income Trust in Q1 2021 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.