SHIM
PIM

Stone House Investment Management’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Stone House Investment Management’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
2019
Q2 		– Sell
-1,040
Closed -$5K – 154
2019
Q1 		$5K Buy
+1,040
New +$4.62K ﹤0.01% 184

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Stone House Investment Management's PIM Position: Q2 2019 in Review

Stone House Investment Management sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2019, closing a stake of 1,040 shares — an estimated $5K sold.

Stone House Investment Management first reported a position in PIM in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 50 funds tracked by Wall St. Rank hold PIM as of Q2 2019.

  • Stone House Investment Management reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2019 after selling out during the quarter.
  • Stone House Investment Management sold 1,040 Franklin Master Intermediate Income Trust shares in Q2 2019, an estimated $5K.
  • Stone House Investment Management first reported a position in Franklin Master Intermediate Income Trust in Q1 2019 and held it in 1 quarter.
  • Stone House Investment Management's Franklin Master Intermediate Income Trust position peaked at $5K in Q1 2019.
  • 50 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2019.

Based on Stone House Investment Management's 13F filing for Q2 2019, filed 9 Jul 2019.