Wealthcare Advisory Partners’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Wealthcare Advisory 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
2022 Q4	–	Sell	-12,180	Closed	-$40K	–	702
2022 Q3	$40K	Sell	12,180 -29,820	-71%	-$102K	﹤0.01%	597
2022 Q2	$143K	Buy	+42,000	New	+$146K	0.01%	543

Other funds holding PIM

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wealthcare Advisory Partners's PIM Position: Q4 2022 in Review

Wealthcare Advisory Partners sold out of Franklin Master Intermediate Income Trust (PIM) in Q4 2022, closing a stake of 12,180 shares — an estimated $40K sold.

Wealthcare Advisory Partners first reported a position in PIM in Q2 2022 and held it in 2 quarters. The position peaked at $143K in Q2 2022. 49 funds tracked by Wall St. Rank hold PIM as of Q4 2022.

Wealthcare Advisory Partners reported no remaining Franklin Master Intermediate Income Trust position as of Q4 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 12,180 Franklin Master Intermediate Income Trust shares in Q4 2022, an estimated $40K.
Wealthcare Advisory Partners first reported a position in Franklin Master Intermediate Income Trust in Q2 2022 and held it in 2 quarters.
Wealthcare Advisory Partners's Franklin Master Intermediate Income Trust position peaked at $143K in Q2 2022.
49 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q4 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2022, filed 13 Feb 2023.