LWM
PIM

Laidlaw Wealth Management’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Laidlaw Wealth 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
2022
Q4 		– Sell
-28,400
Closed -$92K – 382
2022
Q3 		$92K Hold
28,400
– – 0.02% 316
2022
Q2 		$97K Hold
28,400
– – 0.02% 363
2022
Q1 		$102K Hold
28,400
– – 0.02% 383
2021
Q4 		$112K Buy
+28,400
New +$113K 0.02% 384
2021
Q1 		– Sell
-28,400
Closed -$120K – 324
2020
Q4 		$120K Buy
+28,400
New +$117K 0.03% 346

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
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
PM
Penbrook Management New York $132M AUM 29.91% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Laidlaw Wealth Management's PIM Position: Q4 2022 in Review

Laidlaw Wealth Management sold out of Franklin Master Intermediate Income Trust (PIM) in Q4 2022, closing a stake of 28,400 shares — an estimated $92K sold.

Laidlaw Wealth Management first reported a position in PIM in Q4 2020 and held it in 5 quarters. The position peaked at $120K in Q4 2020. 49 funds tracked by Wall St. Rank hold PIM as of Q4 2022.

  • Laidlaw Wealth Management reported no remaining Franklin Master Intermediate Income Trust position as of Q4 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 28,400 Franklin Master Intermediate Income Trust shares in Q4 2022, an estimated $92K.
  • Laidlaw Wealth Management first reported a position in Franklin Master Intermediate Income Trust in Q4 2020 and held it in 5 quarters.
  • Laidlaw Wealth Management's Franklin Master Intermediate Income Trust position peaked at $120K in Q4 2020.
  • 49 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q4 2022.

Based on Laidlaw Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.