HRT Financial’s Franklin Master Intermediate Income Trust PIM Stock Holding History

HRT Financial’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 Q3	–	Sell	-11,988	Closed	-$40K	–	3472
2025 Q2	$40K	Buy	+11,988	New	+$39.6K	﹤0.01%	2337
2023 Q1	–	Sell	-61,299	Closed	-$196K	–	3030
2022 Q4	$196K	Buy	+61,299	New	+$201K	﹤0.01%	1942
2022 Q1	–	Sell	-12,517	Closed	-$49K	–	3679
2021 Q4	$49K	Buy	+12,517	New	+$49.7K	﹤0.01%	2850
2020 Q3	–	Sell	-12,595	Closed	-$51K	–	2243
2020 Q2	$51K	Buy	+12,595	New	+$53.5K	﹤0.01%	1313
2019 Q4	–	Sell	-13,946	Closed	-$64K	–	1530
2019 Q3	$64K	Buy	+13,946	New	+$64K	﹤0.01%	1289

Other funds holding PIM

SIA

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

SSIM

Sheets Smith Investment Management Houston, Texas $154M AUM 66.97% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

CPRC

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

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

HRT Financial's PIM Position: Q3 2025 in Review

HRT Financial sold out of Franklin Master Intermediate Income Trust (PIM) in Q3 2025, closing a stake of 11,988 shares — an estimated $40K sold.

HRT Financial first reported a position in PIM in Q3 2019 and held it in 5 quarters. The position peaked at $196K in Q4 2022. 60 funds tracked by Wall St. Rank hold PIM as of Q3 2025.

HRT Financial reported no remaining Franklin Master Intermediate Income Trust position as of Q3 2025 after selling out during the quarter.
HRT Financial sold 11,988 Franklin Master Intermediate Income Trust shares in Q3 2025, an estimated $40K.
HRT Financial first reported a position in Franklin Master Intermediate Income Trust in Q3 2019 and held it in 5 quarters.
HRT Financial's Franklin Master Intermediate Income Trust position peaked at $196K in Q4 2022.
60 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2025.

Based on HRT Financial's 13F filing for Q3 2025, filed 14 Nov 2025.