Plante Moran Financial Advisors’s Putnam 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

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return