JFA
PIM

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

JNBA Financial 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
2022
Q3 		– Sell
-115
Closed – – 737
2022
Q2 		$0 Buy
+115
New +$399 ﹤0.01% 744

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LP
Lloyd Park Wilmette, Illinois $81M AUM 14.95% 1-Year Est. Return

JNBA Financial Advisors's PIM Position: Q3 2022 in Review

JNBA Financial Advisors sold out of Franklin Master Intermediate Income Trust (PIM) in Q3 2022, closing a stake of 115 shares.

JNBA Financial Advisors first reported a position in PIM in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 44 funds tracked by Wall St. Rank hold PIM as of Q3 2022.

  • JNBA Financial Advisors reported no remaining Franklin Master Intermediate Income Trust position as of Q3 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 115 Franklin Master Intermediate Income Trust shares in Q3 2022.
  • JNBA Financial Advisors first reported a position in Franklin Master Intermediate Income Trust in Q2 2022 and held it in 1 quarter.
  • JNBA Financial Advisors's Franklin Master Intermediate Income Trust position peaked at $0 in Q2 2022.
  • 44 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2022.

Based on JNBA Financial Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.