Sandy Spring Bank’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Sandy Spring Bank’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
2018 Q1	–	Sell	-200	Closed	-$1K	–	870
2017 Q4	$1K	Buy	+200	New	+$949	﹤0.01%	822
2014 Q4	–	Sell	-5,000	Closed	-$25K	–	814
2014 Q3	$25K	Hold	5,000	–	–	﹤0.01%	507
2014 Q2	$26K	Hold	5,000	–	–	﹤0.01%	510
2014 Q1	$26K	Hold	5,000	–	–	﹤0.01%	461
2013 Q4	$25K	Hold	5,000	–	–	﹤0.01%	452
2013 Q3	$24K	Hold	5,000	–	–	﹤0.01%	443
2013 Q2	$25K	Buy	+5,000	New	+$25.6K	﹤0.01%	417

Other funds holding PIM

SIA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

Sandy Spring Bank's PIM Position: Q1 2018 in Review

Sandy Spring Bank sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2018, closing a stake of 200 shares — an estimated $1K sold.

Sandy Spring Bank first reported a position in PIM in Q2 2013 and held it in 7 quarters. The position peaked at $26K in Q2 2014. 49 funds tracked by Wall St. Rank hold PIM as of Q1 2018.

Sandy Spring Bank reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2018 after selling out during the quarter.
Sandy Spring Bank sold 200 Franklin Master Intermediate Income Trust shares in Q1 2018, an estimated $1K.
Sandy Spring Bank first reported a position in Franklin Master Intermediate Income Trust in Q2 2013 and held it in 7 quarters.
Sandy Spring Bank's Franklin Master Intermediate Income Trust position peaked at $26K in Q2 2014.
49 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2018.

Based on Sandy Spring Bank's 13F filing for Q1 2018, filed 4 May 2018.