WAP
PIM

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

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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.