RJFSA
PIM

Raymond James Financial Services Advisors’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Raymond James Financial Services 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
Q1 		– Sell
-20,681
Closed -$87K – 3250
2020
Q4 		$87K Buy
20,681
+5,590
+37% +$23.1K ﹤0.01% 2866
2020
Q3 		$62K Sell
15,091
-27,843
-65% -$116K ﹤0.01% 2751
2020
Q2 		$175K Sell
42,934
-26,579
-38% -$113K ﹤0.01% 2529
2020
Q1 		$284K Sell
69,513
-5,738
-8% -$26K ﹤0.01% 1879
2019
Q4 		$357K Buy
75,251
+40,516
+117% +$190K ﹤0.01% 2206
2019
Q3 		$159K Sell
34,735
-1,928
-5% -$8.86K ﹤0.01% 2551
2019
Q2 		$168K Buy
36,663
+18,678
+104% +$84.7K ﹤0.01% 2577
2019
Q1 		$82K Sell
17,985
-903
-5% -$4.01K ﹤0.01% 2665
2018
Q4 		$80K Sell
18,888
-1,000
-5% -$4.4K ﹤0.01% 2424
2018
Q3 		$90K Sell
19,888
-4,685
-19% -$21.5K ﹤0.01% 2667
2018
Q2 		$115K Hold
24,573
– – ﹤0.01% 2592
2018
Q1 		$115K Hold
24,573
– – ﹤0.01% 2359
2017
Q4 		$117K Buy
24,573
+10
+0% +$47 ﹤0.01% 2363
2017
Q3 		$116K Buy
24,563
+2,000
+9% +$9.46K ﹤0.01% 2373
2017
Q2 		$106K Sell
22,563
-600
-3% -$2.86K ﹤0.01% 2337
2017
Q1 		$109K Sell
23,163
-189
-0.8% -$883 ﹤0.01% 2253
2016
Q4 		$108K Hold
23,352
– – ﹤0.01% 2178
2016
Q3 		$103K Sell
23,352
-1,106
-5% -$4.91K ﹤0.01% 2147
2016
Q2 		$106K Buy
24,458
+868
+4% +$3.8K ﹤0.01% 2099
2016
Q1 		$104K Buy
+23,590
New +$101K ﹤0.01% 1898
2015
Q2 		– Sell
-81,625
Closed -$400K – 745
2015
Q1 		$400K Sell
81,625
-71,635
-47% -$346K 0.02% 481
2014
Q4 		$737K Buy
153,260
+31,570
+26% +$157K 0.04% 407
2014
Q3 		$612K Buy
121,690
+38,655
+47% +$195K 0.03% 429
2014
Q2 		$428K Buy
83,035
+29,440
+55% +$151K 0.03% 441
2014
Q1 		$276K Buy
+53,595
New +$272K 0.02% 497

Other funds holding PIM

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

Raymond James Financial Services Advisors's PIM Position: Q1 2021 in Review

Raymond James Financial Services Advisors sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2021, closing a stake of 20,681 shares — an estimated $87K sold.

Raymond James Financial Services Advisors first reported a position in PIM in Q1 2014 and held it in 25 quarters. The position peaked at $737K in Q4 2014. 55 funds tracked by Wall St. Rank hold PIM as of Q1 2021.

  • Raymond James Financial Services Advisors reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2021 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 20,681 Franklin Master Intermediate Income Trust shares in Q1 2021, an estimated $87K.
  • Raymond James Financial Services Advisors first reported a position in Franklin Master Intermediate Income Trust in Q1 2014 and held it in 25 quarters.
  • Raymond James Financial Services Advisors's Franklin Master Intermediate Income Trust position peaked at $737K in Q4 2014.
  • 55 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2021.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2021, filed 14 May 2021.