IAIM
PIM

International Assets Investment Management’s Franklin Master Intermediate Income Trust PIM Stock Holding History

International Assets Investment Management’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
2023
Q2 		– Sell
-9,022
Closed -$28.7K – 752
2023
Q1 		$28.7K Buy
+9,022
New +$29.3K ﹤0.01% 755
2021
Q2 		– Sell
-18,044
Closed -$77K – 1505
2021
Q1 		$77K Buy
18,044
+9,022
+100% +$38K 0.01% 803
2020
Q4 		$38K Buy
+9,022
New +$37.3K 0.01% 942

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

International Assets Investment Management's PIM Position: Q2 2023 in Review

International Assets Investment Management sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2023, closing a stake of 9,022 shares — an estimated $28.7K sold.

International Assets Investment Management first reported a position in PIM in Q4 2020 and held it in 3 quarters. The position peaked at $77K in Q1 2021. 52 funds tracked by Wall St. Rank hold PIM as of Q2 2023.

  • International Assets Investment Management reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2023 after selling out during the quarter.
  • International Assets Investment Management sold 9,022 Franklin Master Intermediate Income Trust shares in Q2 2023, an estimated $28.7K.
  • International Assets Investment Management first reported a position in Franklin Master Intermediate Income Trust in Q4 2020 and held it in 3 quarters.
  • International Assets Investment Management's Franklin Master Intermediate Income Trust position peaked at $77K in Q1 2021.
  • 52 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2023.

Based on International Assets Investment Management's 13F filing for Q2 2023, filed 20 Jul 2023.