RCA
PIM

Ranch Capital Advisors’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Ranch Capital 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
2021
Q4 		– Sell
-876
Closed -$4K – 449
2021
Q3 		$4K Hold
876
– – ﹤0.01% 566
2021
Q2 		$3K Hold
876
– – ﹤0.01% 796
2021
Q1 		$3K Hold
876
– – ﹤0.01% 785
2020
Q4 		$3K Hold
876
– – ﹤0.01% 781
2020
Q3 		$3K Hold
876
– – ﹤0.01% 764
2020
Q2 		$3K Hold
876
– – ﹤0.01% 798
2020
Q1 		$3K Hold
876
– – ﹤0.01% 764
2019
Q4 		$4K Buy
+876
New +$4.12K ﹤0.01% 821

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ranch Capital Advisors's PIM Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Franklin Master Intermediate Income Trust (PIM) in Q4 2021, closing a stake of 876 shares — an estimated $4K sold.

Ranch Capital Advisors first reported a position in PIM in Q4 2019 and held it in 8 quarters. The position peaked at $4K in Q3 2021. 48 funds tracked by Wall St. Rank hold PIM as of Q4 2021.

  • Ranch Capital Advisors reported no remaining Franklin Master Intermediate Income Trust position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 876 Franklin Master Intermediate Income Trust shares in Q4 2021, an estimated $4K.
  • Ranch Capital Advisors first reported a position in Franklin Master Intermediate Income Trust in Q4 2019 and held it in 8 quarters.
  • Ranch Capital Advisors's Franklin Master Intermediate Income Trust position peaked at $4K in Q3 2021.
  • 48 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.