IAMOG
PIM

Investors Asset Management of Georgia’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Investors Asset Management of Georgia’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
2024
Q1 		– Sell
-10,613
Closed -$33.6K – 164
2023
Q4 		$33.6K Buy
+10,613
New +$32.4K 0.02% 157
2022
Q4 		– Sell
-8,613
Closed -$28K – 425
2022
Q3 		$28K Hold
8,613
– – 0.01% 372
2022
Q2 		$29K Buy
+8,613
New +$29.9K 0.02% 311
2018
Q4 		– Sell
-18,613
Closed -$84K – 146
2018
Q3 		$84K Hold
18,613
– – 0.06% 148
2018
Q2 		$87K Sell
18,613
-3,000
-14% -$14.2K 0.06% 142
2018
Q1 		$102K Sell
21,613
-2,000
-8% -$9.52K 0.08% 145
2017
Q4 		$113K Sell
23,613
-2,500
-10% -$11.9K 0.08% 142
2017
Q3 		$124K Hold
26,113
– – 0.09% 139
2017
Q2 		$122K Hold
26,113
– – 0.08% 140
2017
Q1 		$122K Sell
26,113
-4,000
-13% -$18.7K 0.08% 142
2016
Q4 		$139K Sell
30,113
-2,000
-6% -$8.86K 0.1% 133
2016
Q3 		$142K Sell
32,113
-4,750
-13% -$21.1K 0.11% 128
2016
Q2 		$160K Sell
36,863
-1,000
-3% -$4.38K 0.12% 127
2016
Q1 		$167K Hold
37,863
– – 0.14% 122
2015
Q4 		$172K Sell
37,863
-750
-2% -$3.42K 0.14% 120
2015
Q3 		$174K Hold
38,613
– – 0.16% 116
2015
Q2 		$182K Sell
38,613
-11,600
-23% -$56.1K 0.16% 126
2015
Q1 		$246K Hold
50,213
– – 0.2% 109
2014
Q4 		$242K Buy
+50,213
New +$249K 0.21% 112

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Investors Asset Management of Georgia's PIM Position: Q1 2024 in Review

Investors Asset Management of Georgia sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2024, closing a stake of 10,613 shares — an estimated $33.6K sold.

Investors Asset Management of Georgia first reported a position in PIM in Q4 2014 and held it in 19 quarters. The position peaked at $246K in Q1 2015. 46 funds tracked by Wall St. Rank hold PIM as of Q1 2024.

  • Investors Asset Management of Georgia reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2024 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 10,613 Franklin Master Intermediate Income Trust shares in Q1 2024, an estimated $33.6K.
  • Investors Asset Management of Georgia first reported a position in Franklin Master Intermediate Income Trust in Q4 2014 and held it in 19 quarters.
  • Investors Asset Management of Georgia's Franklin Master Intermediate Income Trust position peaked at $246K in Q1 2015.
  • 46 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2024.

Based on Investors Asset Management of Georgia's 13F filing for Q1 2024, filed 22 Apr 2024.