OPS
PIM

Orion Portfolio Solutions’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-100
Closed – – 1594
2020
Q2 		$0 Buy
+100
New +$425 ﹤0.01% 2401

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Orion Portfolio Solutions's PIM Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Franklin Master Intermediate Income Trust (PIM) in Q3 2020, closing a stake of 100 shares.

Orion Portfolio Solutions first reported a position in PIM in Q2 2020 and held it in 1 quarter. The position peaked at $0 in Q2 2020. 43 funds tracked by Wall St. Rank hold PIM as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Franklin Master Intermediate Income Trust position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 100 Franklin Master Intermediate Income Trust shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in Franklin Master Intermediate Income Trust in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Franklin Master Intermediate Income Trust position peaked at $0 in Q2 2020.
  • 43 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.