PS
PIM

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

Planned 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
2024
Q4 		– Sell
-1,839
Closed -$6.23K – 484
2024
Q3 		$6.23K Buy
+1,839
New +$6.11K ﹤0.01% 479
2024
Q1 		– Sell
-1,729
Closed -$5.52K – 416
2023
Q4 		$5.52K Buy
+1,729
New +$5.29K ﹤0.01% 467
2021
Q1 		– Sell
-1,400
Closed -$6K – 309
2020
Q4 		$6K Hold
1,400
– – ﹤0.01% 370
2020
Q3 		$6K Buy
+1,400
New +$5.82K 0.01% 273

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 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
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

Planned Solutions's PIM Position: Q4 2024 in Review

Planned Solutions sold out of Franklin Master Intermediate Income Trust (PIM) in Q4 2024, closing a stake of 1,839 shares — an estimated $6.23K sold.

Planned Solutions first reported a position in PIM in Q3 2020 and held it in 4 quarters. The position peaked at $6.23K in Q3 2024. 56 funds tracked by Wall St. Rank hold PIM as of Q4 2024.

  • Planned Solutions reported no remaining Franklin Master Intermediate Income Trust position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,839 Franklin Master Intermediate Income Trust shares in Q4 2024, an estimated $6.23K.
  • Planned Solutions first reported a position in Franklin Master Intermediate Income Trust in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Franklin Master Intermediate Income Trust position peaked at $6.23K in Q3 2024.
  • 56 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.