IA
PIM

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

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 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.