PMFA
PIM

Plante Moran Financial Advisors’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Plante Moran Financial Advisors’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
2014
Q4 		– Sell
-1,300
Closed -$7K – 843
2014
Q3 		$7K Buy
+1,300
New +$6.57K 0.01% 624

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

Plante Moran Financial Advisors's PIM Position: Q4 2014 in Review

Plante Moran Financial Advisors sold out of Franklin Master Intermediate Income Trust (PIM) in Q4 2014, closing a stake of 1,300 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in PIM in Q3 2014 and held it in 1 quarter. The position peaked at $7K in Q3 2014. 57 funds tracked by Wall St. Rank hold PIM as of Q4 2014.

  • Plante Moran Financial Advisors reported no remaining Franklin Master Intermediate Income Trust position as of Q4 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,300 Franklin Master Intermediate Income Trust shares in Q4 2014, an estimated $7K.
  • Plante Moran Financial Advisors first reported a position in Franklin Master Intermediate Income Trust in Q3 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Franklin Master Intermediate Income Trust position peaked at $7K in Q3 2014.
  • 57 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q4 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2014, filed 27 Jan 2015.