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Truvestments Capital’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Truvestments Capital’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
Q4 		– Sell
-876
Closed -$4K – 457
2019
Q3 		$4K Hold
876
– – ﹤0.01% 604
2019
Q2 		$4K Hold
876
– – ﹤0.01% 647
2019
Q1 		$4K Buy
+876
New +$3.89K ﹤0.01% 626
2018
Q3 		$4K Buy
+876
New +$4.02K ﹤0.01% 756

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
TA
TCG Advisors Austin, Texas $1.03M AUM 123.95% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Truvestments Capital's PIM Position: Q4 2019 in Review

Truvestments Capital sold out of Franklin Master Intermediate Income Trust (PIM) in Q4 2019, closing a stake of 876 shares — an estimated $4K sold.

Truvestments Capital first reported a position in PIM in Q3 2018 and held it in 4 quarters. The position peaked at $4K in Q3 2019. 49 funds tracked by Wall St. Rank hold PIM as of Q4 2019.

  • Truvestments Capital reported no remaining Franklin Master Intermediate Income Trust position as of Q4 2019 after selling out during the quarter.
  • Truvestments Capital sold 876 Franklin Master Intermediate Income Trust shares in Q4 2019, an estimated $4K.
  • Truvestments Capital first reported a position in Franklin Master Intermediate Income Trust in Q3 2018 and held it in 4 quarters.
  • Truvestments Capital's Franklin Master Intermediate Income Trust position peaked at $4K in Q3 2019.
  • 49 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q4 2019.

Based on Truvestments Capital's 13F filing for Q4 2019, filed 29 Jan 2020.