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

HighTower 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
-22,312
Closed -$68K – 3801
2023
Q3 		$68K Hold
22,312
– – ﹤0.01% 3181
2023
Q2 		$70K Sell
22,312
-6,186
-22% -$19.5K ﹤0.01% 3133
2023
Q1 		$91K Buy
28,498
+2,500
+10% +$8.13K ﹤0.01% 2964
2022
Q4 		$84K Buy
+25,998
New +$85.5K ﹤0.01% 2962

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

HighTower Advisors's PIM Position: Q4 2023 in Review

HighTower Advisors sold out of Franklin Master Intermediate Income Trust (PIM) in Q4 2023, closing a stake of 22,312 shares — an estimated $68K sold.

HighTower Advisors first reported a position in PIM in Q4 2022 and held it in 4 quarters. The position peaked at $91K in Q1 2023. 54 funds tracked by Wall St. Rank hold PIM as of Q4 2023.

  • HighTower Advisors reported no remaining Franklin Master Intermediate Income Trust position as of Q4 2023 after selling out during the quarter.
  • HighTower Advisors sold 22,312 Franklin Master Intermediate Income Trust shares in Q4 2023, an estimated $68K.
  • HighTower Advisors first reported a position in Franklin Master Intermediate Income Trust in Q4 2022 and held it in 4 quarters.
  • HighTower Advisors's Franklin Master Intermediate Income Trust position peaked at $91K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q4 2023.

Based on HighTower Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.