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

Northwestern Mutual 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
2021 Q2	–	Sell	-624	Closed	-$3K	–	3127
2021 Q1	$3K	Buy	+624	New	+$2.63K	﹤0.01%	2544
2020 Q2	–	Sell	-5,963	Closed	-$24K	–	2610
2020 Q1	$24K	Buy	5,963 +221	+4%	+$1K	﹤0.01%	1637
2019 Q4	$27K	Hold	5,742	–	–	﹤0.01%	1652
2019 Q3	$26K	Hold	5,742	–	–	﹤0.01%	1642
2019 Q2	$26K	Hold	5,742	–	–	﹤0.01%	1629
2019 Q1	$26K	Hold	5,742	–	–	﹤0.01%	1612
2018 Q4	$24K	Hold	5,742	–	–	﹤0.01%	1527
2018 Q3	$26K	Buy	5,742 +4,362	+316%	+$20K	﹤0.01%	1557
2018 Q2	$6K	Buy	+1,380	New	+$6.52K	﹤0.01%	1982
2017 Q3	–	Sell	-6,375	Closed	-$30K	–	2232
2017 Q2	$30K	Buy	+6,375	New	+$30.3K	﹤0.01%	1254

Other funds holding PIM

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Northwestern Mutual Wealth Management's PIM Position: Q2 2021 in Review

Northwestern Mutual Wealth Management sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2021, closing a stake of 624 shares — an estimated $3K sold.

Northwestern Mutual Wealth Management first reported a position in PIM in Q2 2017 and held it in 10 quarters. The position peaked at $30K in Q2 2017. 48 funds tracked by Wall St. Rank hold PIM as of Q2 2021.

Northwestern Mutual Wealth Management reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2021 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 624 Franklin Master Intermediate Income Trust shares in Q2 2021, an estimated $3K.
Northwestern Mutual Wealth Management first reported a position in Franklin Master Intermediate Income Trust in Q2 2017 and held it in 10 quarters.
Northwestern Mutual Wealth Management's Franklin Master Intermediate Income Trust position peaked at $30K in Q2 2017.
48 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2021.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.