Gill Capital Partners’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Gill Capital Partners’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
2026 Q3	$341K	Sell	112,883 -28,677	-20%	-$89.9K	0.09%	109
2026 Q2	$457K	Buy	141,560 +1,871	+1%	+$6.01K	0.12%	91
2026 Q1	$457K	Buy	139,689 +1,793	+1%	+$5.88K	0.13%	84
2025 Q4	$461K	Buy	137,896 +1,718	+1%	+$5.74K	0.14%	80
2025 Q3	$468K	Sell	136,178 -29,757	-18%	-$100K	0.14%	77
2025 Q2	$556K	Sell	165,935 -1,947	-1%	-$6.43K	0.18%	72
2025 Q1	$557K	Sell	167,882 -6,905	-4%	-$22.8K	0.19%	71
2024 Q4	$570K	Sell	174,787 -4,712	-3%	-$15.5K	0.2%	67
2024 Q3	$608K	Buy	179,499 +328	+0.2%	+$1.09K	0.22%	62
2024 Q2	$578K	Buy	179,171 +1,326	+0.7%	+$4.19K	0.22%	60
2024 Q1	$551K	Buy	177,845 +2,459	+1%	+$7.88K	0.22%	60
2023 Q4	$559K	Buy	175,386 +1,971	+1%	+$6.03K	0.24%	60
2023 Q3	$524K	Buy	173,415 +23	+0%	+$72	0.23%	61
2023 Q2	$548K	Sell	173,392 -409	-0.2%	-$1.29K	0.23%	65
2023 Q1	$553K	Sell	173,801 -1,055	-0.6%	-$3.43K	0.25%	64
2022 Q4	$560K	Sell	174,856 -1,485	-0.8%	-$4.88K	0.26%	60
2022 Q3	$573K	Buy	176,341 +2,457	+1%	+$8.43K	0.3%	57
2022 Q2	$623K	Hold	173,884	–	–	0.27%	61
2022 Q1	$623K	Buy	173,884 +1,516	+0.9%	+$5.5K	0.27%	61
2021 Q4	$681K	Sell	172,368 -12,927	-7%	-$51.3K	0.3%	58
2021 Q3	$754K	Buy	185,295 +1,300	+0.7%	+$5.36K	0.34%	60
2021 Q2	$771K	Sell	183,995 -16,615	-8%	-$70.3K	0.36%	56
2021 Q1	$867K	Sell	200,610 -1,593	-0.8%	-$6.72K	0.44%	51
2020 Q4	$855K	Sell	202,203 -2,779	-1%	-$11.5K	0.51%	41
2020 Q3	$842K	Buy	204,982 +2,045	+1%	+$8.5K	0.54%	33
2020 Q2	$828K	Buy	202,937 +426	+0.2%	+$1.81K	0.56%	31
2020 Q1	$826K	Buy	+202,511	New	+$917K	0.6%	31
2018 Q4	$982K	Buy	+205,389	New	+$905K	0.69%	30

Other funds holding PIM

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Melfa Wealth Management Westborough, Massachusetts $180M AUM 7.86% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gill Capital Partners's PIM Position: Q3 2026 in Review

Gill Capital Partners reduced its Franklin Master Intermediate Income Trust (PIM) stake by 20% in Q3 2026, selling an estimated $89.9K and leaving 112,883 shares worth $341K. The position accounts for 0.09% of the portfolio, ranked #109.

Gill Capital Partners first reported a position in PIM in Q4 2018 and has held it in 28 quarters since. The position peaked at $982K in Q4 2018. 26 funds tracked by Wall St. Rank hold PIM as of Q3 2026.

Gill Capital Partners held 112,883 shares of Franklin Master Intermediate Income Trust worth $341K as of Q3 2026.
Gill Capital Partners sold 28,677 Franklin Master Intermediate Income Trust shares in Q3 2026, an estimated $89.9K.
Franklin Master Intermediate Income Trust made up 0.09% of Gill Capital Partners's portfolio in Q3 2026, its #109 holding.
Gill Capital Partners first reported a position in Franklin Master Intermediate Income Trust in Q4 2018 and has held it in 28 quarters since.
Gill Capital Partners's Franklin Master Intermediate Income Trust position peaked at $982K in Q4 2018.
26 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2026.

Based on Gill Capital Partners's 13F filing for Q3 2026, filed 13 Oct 2026.