SWP
PIM

Strategic Wealth Partners’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Strategic Wealth Partners’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
Q3 		– Sell
-314
Closed -$1K – 682
2018
Q2 		$1K Buy
+314
New +$1.48K ﹤0.01% 729

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Strategic Wealth Partners's PIM Position: Q3 2018 in Review

Strategic Wealth Partners sold out of Franklin Master Intermediate Income Trust (PIM) in Q3 2018, closing a stake of 314 shares — an estimated $1K sold.

Strategic Wealth Partners first reported a position in PIM in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 58 funds tracked by Wall St. Rank hold PIM as of Q3 2018.

  • Strategic Wealth Partners reported no remaining Franklin Master Intermediate Income Trust position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 314 Franklin Master Intermediate Income Trust shares in Q3 2018, an estimated $1K.
  • Strategic Wealth Partners first reported a position in Franklin Master Intermediate Income Trust in Q2 2018 and held it in 1 quarter.
  • Strategic Wealth Partners's Franklin Master Intermediate Income Trust position peaked at $1K in Q2 2018.
  • 58 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2018.

Based on Strategic Wealth Partners's 13F filing for Q3 2018, filed 6 Dec 2018.