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

IFP 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
2017 Q4	–	Sell	-4,644	Closed	-$22K	–	4035
2017 Q3	$22K	Hold	4,644	–	–	﹤0.01%	2537
2017 Q2	$22K	Sell	4,644 -1,060	-19%	-$5.04K	﹤0.01%	2528
2017 Q1	$27K	Hold	5,704	–	–	﹤0.01%	2309
2016 Q4	$26K	Hold	5,704	–	–	﹤0.01%	2289
2016 Q3	$25K	Hold	5,704	–	–	﹤0.01%	2266
2016 Q2	$25K	Buy	+5,704	New	+$25K	﹤0.01%	2204
2016 Q1	–	Sell	-5,934	Closed	-$27K	–	3134
2015 Q4	$27K	Buy	+5,934	New	+$27.1K	﹤0.01%	1990

Other funds holding PIM

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

IFP Advisors's PIM Position: Q4 2017 in Review

IFP Advisors sold out of Franklin Master Intermediate Income Trust (PIM) in Q4 2017, closing a stake of 4,644 shares — an estimated $22K sold.

IFP Advisors first reported a position in PIM in Q4 2015 and held it in 7 quarters. The position peaked at $27K in Q1 2017. 55 funds tracked by Wall St. Rank hold PIM as of Q4 2017.

IFP Advisors reported no remaining Franklin Master Intermediate Income Trust position as of Q4 2017 after selling out during the quarter.
IFP Advisors sold 4,644 Franklin Master Intermediate Income Trust shares in Q4 2017, an estimated $22K.
IFP Advisors first reported a position in Franklin Master Intermediate Income Trust in Q4 2015 and held it in 7 quarters.
IFP Advisors's Franklin Master Intermediate Income Trust position peaked at $27K in Q1 2017.
55 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.