Ironwood Financial’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Ironwood Financial’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
2020 Q1	–	Sell	-1,500	Closed	-$7K	–	389
2019 Q4	$7K	Hold	1,500	–	–	﹤0.01%	294
2019 Q3	$7K	Hold	1,500	–	–	﹤0.01%	298
2019 Q2	$7K	Hold	1,500	–	–	﹤0.01%	298
2019 Q1	$7K	Hold	1,500	–	–	﹤0.01%	289
2018 Q4	$6K	Hold	1,500	–	–	﹤0.01%	288
2018 Q3	$7K	Hold	1,500	–	–	﹤0.01%	284
2018 Q2	$7K	Hold	1,500	–	–	﹤0.01%	211
2018 Q1	$7K	Hold	1,500	–	–	0.01%	187
2017 Q4	$7K	Hold	1,500	–	–	﹤0.01%	195
2017 Q3	$7K	Hold	1,500	–	–	﹤0.01%	200
2017 Q2	$7K	Hold	1,500	–	–	﹤0.01%	195
2017 Q1	$7K	Hold	1,500	–	–	﹤0.01%	193
2016 Q4	$7K	Hold	1,500	–	–	﹤0.01%	184
2016 Q3	$7K	Hold	1,500	–	–	0.01%	186
2016 Q2	$6K	Hold	1,500	–	–	﹤0.01%	195
2016 Q1	$7K	Buy	+1,500	New	+$6.43K	0.01%	187
2015 Q3	$7K	Hold	1,500	–	–	﹤0.01%	235
2015 Q2	$7K	Hold	1,500	–	–	﹤0.01%	220
2015 Q1	$7K	Buy	+1,500	New	+$7.25K	﹤0.01%	226

Other funds holding PIM

SIA

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

TCG Advisors Austin, Texas $1.03M AUM 123.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GCP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Ironwood Financial's PIM Position: Q1 2020 in Review

Ironwood Financial sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2020, closing a stake of 1,500 shares — an estimated $7K sold.

Ironwood Financial first reported a position in PIM in Q1 2015 and held it in 19 quarters. The position peaked at $7K in Q4 2019. 47 funds tracked by Wall St. Rank hold PIM as of Q1 2020.

Ironwood Financial reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2020 after selling out during the quarter.
Ironwood Financial sold 1,500 Franklin Master Intermediate Income Trust shares in Q1 2020, an estimated $7K.
Ironwood Financial first reported a position in Franklin Master Intermediate Income Trust in Q1 2015 and held it in 19 quarters.
Ironwood Financial's Franklin Master Intermediate Income Trust position peaked at $7K in Q4 2019.
47 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2020.

Based on Ironwood Financial's 13F filing for Q1 2020, filed 27 Apr 2020.