Integrated Capital Management (Michigan)’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Integrated Capital Management (Michigan)’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 Q2	–	Sell	-19,690	Closed	-$65K	–	63
2025 Q1	$65K	Buy	+19,690	New	+$64.9K	0.04%	58

Other funds holding PIM

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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 $1.2B AUM 13.59% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

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

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

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Integrated Capital Management (Michigan)'s PIM Position: Q2 2025 in Review

Integrated Capital Management (Michigan) sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2025, closing a stake of 19,690 shares — an estimated $65K sold.

Integrated Capital Management (Michigan) first reported a position in PIM in Q1 2025 and held it in 1 quarter. The position peaked at $65K in Q1 2025. 58 funds tracked by Wall St. Rank hold PIM as of Q2 2025.

Integrated Capital Management (Michigan) reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2025 after selling out during the quarter.
Integrated Capital Management (Michigan) sold 19,690 Franklin Master Intermediate Income Trust shares in Q2 2025, an estimated $65K.
Integrated Capital Management (Michigan) first reported a position in Franklin Master Intermediate Income Trust in Q1 2025 and held it in 1 quarter.
Integrated Capital Management (Michigan)'s Franklin Master Intermediate Income Trust position peaked at $65K in Q1 2025.
58 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2025.

Based on Integrated Capital Management (Michigan)'s 13F filing for Q2 2025, filed 22 Jul 2025.