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 $4.93B AUM 12.22% 1-Year Est. Return

TCG Advisors Austin, Texas $1.03M AUM 123.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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.