Point View Wealth Management’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Point View Wealth Management’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
2020 Q4	$44K	Hold	10,309	–	–	0.02%	272
2020 Q3	$42K	Hold	10,309	–	–	0.02%	253
2020 Q2	$42K	Hold	10,309	–	–	0.02%	253
2020 Q1	$42K	Sell	10,309 -386	-4%	-$1.75K	0.02%	246
2019 Q4	$51K	Hold	10,695	–	–	0.02%	273
2019 Q3	$49K	Hold	10,695	–	–	0.02%	269
2019 Q2	$49K	Hold	10,695	–	–	0.02%	270
2019 Q1	$49K	Hold	10,695	–	–	0.02%	267
2018 Q4	$45K	Hold	10,695	–	–	0.02%	251
2018 Q3	$48K	Hold	10,695	–	–	0.02%	268
2018 Q2	$50K	Hold	10,695	–	–	0.02%	258
2018 Q1	$50K	Hold	10,695	–	–	0.02%	257
2017 Q4	$51K	Hold	10,695	–	–	0.02%	253
2017 Q3	$51K	Hold	10,695	–	–	0.02%	263
2017 Q2	$50K	Hold	10,695	–	–	0.02%	260
2017 Q1	$50K	Buy	+10,695	New	+$50K	0.03%	256

Other funds holding PIM

SIA

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

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

SFS

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Point View Wealth Management's PIM Position: Q4 2020 in Review

Point View Wealth Management held its Franklin Master Intermediate Income Trust (PIM) position steady in Q4 2020 at 10,309 shares worth $44K. The position accounts for 0.02% of the portfolio, ranked #272.

Point View Wealth Management first reported a position in PIM in Q1 2017 and has held it in 16 quarters since. The position peaked at $51K in Q4 2019. 57 funds tracked by Wall St. Rank hold PIM as of Q4 2020.

Point View Wealth Management held 10,309 shares of Franklin Master Intermediate Income Trust worth $44K as of Q4 2020.
Point View Wealth Management left its Franklin Master Intermediate Income Trust share count unchanged in Q4 2020.
Franklin Master Intermediate Income Trust made up 0.02% of Point View Wealth Management's portfolio in Q4 2020, its #272 holding.
Point View Wealth Management first reported a position in Franklin Master Intermediate Income Trust in Q1 2017 and has held it in 16 quarters since.
Point View Wealth Management's Franklin Master Intermediate Income Trust position peaked at $51K in Q4 2019.
57 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.