KIM
PIM

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

Karpus 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
2024
Q3 		– Sell
-780,209
Closed -$2.52M – 228
2024
Q2 		$2.52M Sell
780,209
-46,702
-6% -$148K 0.07% 152
2024
Q1 		$2.65M Sell
826,911
-3,090
-0.4% -$9.9K 0.08% 151
2023
Q4 		$2.65M Sell
830,001
-24,840
-3% -$75.9K 0.08% 152
2023
Q3 		$2.58M Sell
854,841
-3,450
-0.4% -$10.8K 0.09% 161
2023
Q2 		$2.71M Buy
858,291
+202,611
+31% +$639K 0.09% 166
2023
Q1 		$2.09M Buy
655,680
+4,969
+0.8% +$16.2K 0.07% 208
2022
Q4 		$2.08M Buy
650,711
+544,911
+515% +$1.79M 0.07% 214
2022
Q3 		$344K Hold
105,800
– – 0.01% 431
2022
Q2 		$361K Sell
105,800
-14,200
-12% -$49.2K 0.01% 433
2022
Q1 		$430K Buy
+120,000
New +$436K 0.01% 365

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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 $1.1B AUM 8.96% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Karpus Investment Management's PIM Position: Q3 2024 in Review

Karpus Investment Management sold out of Franklin Master Intermediate Income Trust (PIM) in Q3 2024, closing a stake of 780,209 shares — an estimated $2.52M sold.

Karpus Investment Management first reported a position in PIM in Q1 2022 and held it in 10 quarters. The position peaked at $2.71M in Q2 2023. 46 funds tracked by Wall St. Rank hold PIM as of Q3 2024.

  • Karpus Investment Management reported no remaining Franklin Master Intermediate Income Trust position as of Q3 2024 after selling out during the quarter.
  • Karpus Investment Management sold 780,209 Franklin Master Intermediate Income Trust shares in Q3 2024, an estimated $2.52M.
  • Karpus Investment Management first reported a position in Franklin Master Intermediate Income Trust in Q1 2022 and held it in 10 quarters.
  • Karpus Investment Management's Franklin Master Intermediate Income Trust position peaked at $2.71M in Q2 2023.
  • 46 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2024.

Based on Karpus Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.