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Kelman-Lazarov Inc’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Kelman-Lazarov Inc’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
2016
Q4 		– Sell
-3,364
Closed -$14.9K – 346
2016
Q3 		$14.9K Hold
3,364
– – 0.01% 265
2016
Q2 		$14.7K Hold
3,364
– – 0.01% 258
2016
Q1 		$15K Buy
+3,364
New +$14.4K 0.01% 263

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

Kelman-Lazarov Inc's PIM Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Franklin Master Intermediate Income Trust (PIM) in Q4 2016, closing a stake of 3,364 shares — an estimated $14.9K sold.

Kelman-Lazarov Inc first reported a position in PIM in Q1 2016 and held it in 3 quarters. The position peaked at $15K in Q1 2016. 50 funds tracked by Wall St. Rank hold PIM as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Franklin Master Intermediate Income Trust position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 3,364 Franklin Master Intermediate Income Trust shares in Q4 2016, an estimated $14.9K.
  • Kelman-Lazarov Inc first reported a position in Franklin Master Intermediate Income Trust in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Franklin Master Intermediate Income Trust position peaked at $15K in Q1 2016.
  • 50 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.