PWAG
PIM

Polaris Wealth Advisory Group’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Polaris Wealth Advisory Group’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
Q1 		– Sell
-1,975
Closed -$10K – 194
2013
Q4 		$10K Buy
+1,975
New +$9.83K ﹤0.01% 144

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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Polaris Wealth Advisory Group's PIM Position: Q1 2014 in Review

Polaris Wealth Advisory Group sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2014, closing a stake of 1,975 shares — an estimated $10K sold.

Polaris Wealth Advisory Group first reported a position in PIM in Q4 2013 and held it in 1 quarter. The position peaked at $10K in Q4 2013. 57 funds tracked by Wall St. Rank hold PIM as of Q1 2014.

  • Polaris Wealth Advisory Group reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,975 Franklin Master Intermediate Income Trust shares in Q1 2014, an estimated $10K.
  • Polaris Wealth Advisory Group first reported a position in Franklin Master Intermediate Income Trust in Q4 2013 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Franklin Master Intermediate Income Trust position peaked at $10K in Q4 2013.
  • 57 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2014, filed 28 Apr 2014.