WFC
PIM

Western Financial Corp’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Western Financial Corp’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
2021
Q3 		– Sell
-13,536
Closed -$57K – 95
2021
Q2 		$57K Hold
13,536
– – 0.03% 92
2021
Q1 		$58K Hold
13,536
– – 0.04% 85
2020
Q4 		$57K Buy
+13,536
New +$55.9K 0.04% 79

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Western Financial Corp's PIM Position: Q3 2021 in Review

Western Financial Corp sold out of Franklin Master Intermediate Income Trust (PIM) in Q3 2021, closing a stake of 13,536 shares — an estimated $57K sold.

Western Financial Corp first reported a position in PIM in Q4 2020 and held it in 3 quarters. The position peaked at $58K in Q1 2021. 41 funds tracked by Wall St. Rank hold PIM as of Q3 2021.

  • Western Financial Corp reported no remaining Franklin Master Intermediate Income Trust position as of Q3 2021 after selling out during the quarter.
  • Western Financial Corp sold 13,536 Franklin Master Intermediate Income Trust shares in Q3 2021, an estimated $57K.
  • Western Financial Corp first reported a position in Franklin Master Intermediate Income Trust in Q4 2020 and held it in 3 quarters.
  • Western Financial Corp's Franklin Master Intermediate Income Trust position peaked at $58K in Q1 2021.
  • 41 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2021.

Based on Western Financial Corp's 13F filing for Q3 2021, filed 22 Oct 2021.