PI
PIM

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

Placemark 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
2013
Q3 		– Sell
-146,815
Closed -$731K – 1594
2013
Q2 		$731K Buy
+146,815
New +$750K 0.02% 888

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
FAAM
First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Placemark Investments's PIM Position: Q3 2013 in Review

Placemark Investments sold out of Franklin Master Intermediate Income Trust (PIM) in Q3 2013, closing a stake of 146,815 shares — an estimated $731K sold.

Placemark Investments first reported a position in PIM in Q2 2013 and held it in 1 quarter. The position peaked at $731K in Q2 2013. 52 funds tracked by Wall St. Rank hold PIM as of Q3 2013.

  • Placemark Investments reported no remaining Franklin Master Intermediate Income Trust position as of Q3 2013 after selling out during the quarter.
  • Placemark Investments sold 146,815 Franklin Master Intermediate Income Trust shares in Q3 2013, an estimated $731K.
  • Placemark Investments first reported a position in Franklin Master Intermediate Income Trust in Q2 2013 and held it in 1 quarter.
  • Placemark Investments's Franklin Master Intermediate Income Trust position peaked at $731K in Q2 2013.
  • 52 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2013.

Based on Placemark Investments's 13F filing for Q3 2013, filed 13 Nov 2013.