Sowell Financial Services’s Putnam Master Intermediate Income Trust PIM Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-16,000	Closed	-$68K	–	2103
2021 Q1	$68K	Buy	+16,000	New	+$67.5K	﹤0.01%	1527
2019 Q4	–	Sell	-21	Closed	–	–	2626
2019 Q3	$0	Buy	+21	New	+$96	﹤0.01%	2448
2017 Q1	–	Sell	-1,476	Closed	-$7K	–	503
2016 Q4	$7K	Buy	+1,476	New	+$6.54K	﹤0.01%	514

Other funds holding PIM

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

Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

HUB Investment Partners Austin, Texas $4.09B AUM 24.76% 1-Year Est. Return

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

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

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

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