LP
PIM

Lloyd Park’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Lloyd Park’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 		$285K Buy
87,091
+3,930
+5% +$13.5K 0.35% 61
2022
Q2 		$285K Buy
+83,161
New +$288K 0.3% 63
2022
Q1 		– Sell
-71,716
Closed -$283K – 90
2021
Q4 		$283K Buy
+71,716
New +$285K 0.16% 94

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Lloyd Park's PIM Position: Q3 2022 in Review

Lloyd Park increased its Franklin Master Intermediate Income Trust (PIM) stake by 4.7% in Q3 2022, buying an estimated $13.5K and bringing the position to 87,091 shares worth $285K. The position accounts for 0.35% of the portfolio, ranked #61.

Lloyd Park first reported a position in PIM in Q4 2021 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold PIM as of Q3 2022.

  • Lloyd Park held 87,091 shares of Franklin Master Intermediate Income Trust worth $285K as of Q3 2022.
  • Lloyd Park bought 3,930 Franklin Master Intermediate Income Trust shares in Q3 2022, an estimated $13.5K.
  • Franklin Master Intermediate Income Trust made up 0.35% of Lloyd Park's portfolio in Q3 2022, its #61 holding.
  • Lloyd Park first reported a position in Franklin Master Intermediate Income Trust in Q4 2021 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2022.

Based on Lloyd Park's 13F filing for Q3 2022, filed 14 Nov 2022.