IH
PIM

IFC Holdings’s Franklin Master Intermediate Income Trust PIM Stock Holding History

IFC Holdings’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
2017
Q2 		– Sell
-11,508
Closed -$54K – 509
2017
Q1 		$54K Buy
11,508
+8
+0.1% +$37 ﹤0.01% 457
2016
Q4 		$53K Buy
11,500
+500
+5% +$2.21K 0.01% 415
2016
Q3 		$49K Hold
11,000
– – 0.01% 401
2016
Q2 		$48K Hold
11,000
– – 0.01% 386
2016
Q1 		$48K Hold
11,000
– – 0.01% 383
2015
Q4 		$50K Buy
+11,000
New +$50.2K 0.01% 366

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

IFC Holdings's PIM Position: Q2 2017 in Review

IFC Holdings sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2017, closing a stake of 11,508 shares — an estimated $54K sold.

IFC Holdings first reported a position in PIM in Q4 2015 and held it in 6 quarters. The position peaked at $54K in Q1 2017. 51 funds tracked by Wall St. Rank hold PIM as of Q2 2017.

  • IFC Holdings reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2017 after selling out during the quarter.
  • IFC Holdings sold 11,508 Franklin Master Intermediate Income Trust shares in Q2 2017, an estimated $54K.
  • IFC Holdings first reported a position in Franklin Master Intermediate Income Trust in Q4 2015 and held it in 6 quarters.
  • IFC Holdings's Franklin Master Intermediate Income Trust position peaked at $54K in Q1 2017.
  • 51 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2017.

Based on IFC Holdings's 13F filing for Q2 2017, filed 2 Aug 2017.