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TCG Advisors’s Franklin Master Intermediate Income Trust PIM Stock Holding History

TCG Advisors’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
2020
Q3 		– Sell
-558,782
Closed -$2.28M – 97
2020
Q2 		$2.28M Sell
558,782
-23,303
-4% -$99K 1.27% 23
2020
Q1 		$2.38M Buy
582,085
+43,537
+8% +$197K 1.95% 12
2019
Q4 		$2.55M Buy
538,548
+56,846
+12% +$267K 1.53% 15
2019
Q3 		$2.21M Buy
+481,702
New +$2.21M 1.59% 16

Other funds holding PIM

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
PM
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mid Atlantic Financial Management
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Coastal Bridge Advisors
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

TCG Advisors's PIM Position: Q3 2020 in Review

TCG Advisors sold out of Franklin Master Intermediate Income Trust (PIM) in Q3 2020, closing a stake of 558,782 shares — an estimated $2.28M sold.

TCG Advisors first reported a position in PIM in Q3 2019 and held it in 4 quarters. The position peaked at $2.55M in Q4 2019. 43 funds tracked by Wall St. Rank hold PIM as of Q3 2020.

  • TCG Advisors reported no remaining Franklin Master Intermediate Income Trust position as of Q3 2020 after selling out during the quarter.
  • TCG Advisors sold 558,782 Franklin Master Intermediate Income Trust shares in Q3 2020, an estimated $2.28M.
  • TCG Advisors first reported a position in Franklin Master Intermediate Income Trust in Q3 2019 and held it in 4 quarters.
  • TCG Advisors's Franklin Master Intermediate Income Trust position peaked at $2.55M in Q4 2019.
  • 43 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2020.

Based on TCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.