VIA
PIM

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

Vantage Investment 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
2018
Q3 		$10K Hold
500
– – ﹤0.01% 535
2018
Q2 		$9K Hold
500
– – ﹤0.01% 561
2018
Q1 		$9K Hold
500
– – ﹤0.01% 582
2017
Q4 		$8K Buy
+500
New +$2.37K ﹤0.01% 619

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

Vantage Investment Advisors's PIM Position: Q3 2018 in Review

Vantage Investment Advisors held its Franklin Master Intermediate Income Trust (PIM) position steady in Q3 2018 at 500 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Vantage Investment Advisors first reported a position in PIM in Q4 2017 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold PIM as of Q3 2018.

  • Vantage Investment Advisors held 500 shares of Franklin Master Intermediate Income Trust worth $10K as of Q3 2018.
  • Vantage Investment Advisors left its Franklin Master Intermediate Income Trust share count unchanged in Q3 2018.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #535 holding.
  • Vantage Investment Advisors first reported a position in Franklin Master Intermediate Income Trust in Q4 2017 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.