SFS
PIM

Sowell Financial Services’s Franklin 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 – 2101
2021
Q1 		$68K Buy
+16,000
New +$67.5K ﹤0.01% 1527
2019
Q4 		– Sell
-21
Closed – – 2619
2019
Q3 		$0 Buy
+21
New +$96 ﹤0.01% 2438
2017
Q1 		– Sell
-1,476
Closed -$7K – 500
2016
Q4 		$7K Buy
+1,476
New +$6.54K ﹤0.01% 514

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Sowell Financial Services's PIM Position: Q2 2021 in Review

Sowell Financial Services sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2021, closing a stake of 16,000 shares — an estimated $68K sold.

Sowell Financial Services first reported a position in PIM in Q4 2016 and held it in 3 quarters. The position peaked at $68K in Q1 2021. 48 funds tracked by Wall St. Rank hold PIM as of Q2 2021.

  • Sowell Financial Services reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 16,000 Franklin Master Intermediate Income Trust shares in Q2 2021, an estimated $68K.
  • Sowell Financial Services first reported a position in Franklin Master Intermediate Income Trust in Q4 2016 and held it in 3 quarters.
  • Sowell Financial Services's Franklin Master Intermediate Income Trust position peaked at $68K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.