PI
PIM

PFG Investments’s Franklin Master Intermediate Income Trust PIM Stock Holding History

PFG Investments’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
2024
Q2 		– Sell
-240,159
Closed -$769K – 1054
2024
Q1 		$769K Buy
+240,159
New +$770K 0.05% 398

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

PFG Investments's PIM Position: Q2 2024 in Review

PFG Investments sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2024, closing a stake of 240,159 shares — an estimated $769K sold.

PFG Investments first reported a position in PIM in Q1 2024 and held it in 1 quarter. The position peaked at $769K in Q1 2024. 48 funds tracked by Wall St. Rank hold PIM as of Q2 2024.

  • PFG Investments reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2024 after selling out during the quarter.
  • PFG Investments sold 240,159 Franklin Master Intermediate Income Trust shares in Q2 2024, an estimated $769K.
  • PFG Investments first reported a position in Franklin Master Intermediate Income Trust in Q1 2024 and held it in 1 quarter.
  • PFG Investments's Franklin Master Intermediate Income Trust position peaked at $769K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2024.

Based on PFG Investments's 13F filing for Q2 2024, filed 7 Aug 2024.