Pinnacle Advisory Group’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Pinnacle Advisory Group’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
2018 Q2	–	Sell	-10,520	Closed	-$49K	–	173
2018 Q1	$49K	Hold	10,520	–	–	﹤0.01%	187
2017 Q4	$50K	Hold	10,520	–	–	﹤0.01%	197
2017 Q3	$50K	Hold	10,520	–	–	﹤0.01%	185
2017 Q2	$49K	Hold	10,520	–	–	﹤0.01%	184
2017 Q1	$49K	Buy	+10,520	New	+$49.2K	﹤0.01%	188

Other funds holding PIM

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

PPA

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

SFS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Advisory Group's PIM Position: Q2 2018 in Review

Pinnacle Advisory Group sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2018, closing a stake of 10,520 shares — an estimated $49K sold.

Pinnacle Advisory Group first reported a position in PIM in Q1 2017 and held it in 5 quarters. The position peaked at $50K in Q4 2017. 54 funds tracked by Wall St. Rank hold PIM as of Q2 2018.

Pinnacle Advisory Group reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2018 after selling out during the quarter.
Pinnacle Advisory Group sold 10,520 Franklin Master Intermediate Income Trust shares in Q2 2018, an estimated $49K.
Pinnacle Advisory Group first reported a position in Franklin Master Intermediate Income Trust in Q1 2017 and held it in 5 quarters.
Pinnacle Advisory Group's Franklin Master Intermediate Income Trust position peaked at $50K in Q4 2017.
54 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2018.

Based on Pinnacle Advisory Group's 13F filing for Q2 2018, filed 20 Jul 2018.