MCC
PIM

Money Concepts Capital’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-3,974
Closed -$12.7K – 2214
2022
Q4 		$12.7K Buy
+3,974
New +$13.1K ﹤0.01% 1898

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
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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

Money Concepts Capital's PIM Position: Q1 2023 in Review

Money Concepts Capital sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2023, closing a stake of 3,974 shares — an estimated $12.7K sold.

Money Concepts Capital first reported a position in PIM in Q4 2022 and held it in 1 quarter. The position peaked at $12.7K in Q4 2022. 49 funds tracked by Wall St. Rank hold PIM as of Q1 2023.

  • Money Concepts Capital reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,974 Franklin Master Intermediate Income Trust shares in Q1 2023, an estimated $12.7K.
  • Money Concepts Capital first reported a position in Franklin Master Intermediate Income Trust in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Franklin Master Intermediate Income Trust position peaked at $12.7K in Q4 2022.
  • 49 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.