WA
PIM

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

WFG 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
2017
Q2 		$40K Sell
8,617
-742
-8% -$3.53K 0.01% 753
2017
Q1 		$44K Sell
9,359
-4,001
-30% -$18.7K 0.01% 688
2016
Q4 		$62K Buy
13,360
+36
+0.3% +$159 0.02% 670
2016
Q3 		$59K Hold
13,324
– – 0.01% 662
2016
Q2 		$58K Sell
13,324
-942
-7% -$4.13K 0.02% 653
2016
Q1 		$63K Sell
14,266
-751
-5% -$3.22K 0.02% 601
2015
Q4 		$68K Sell
15,017
-689
-4% -$3.14K 0.02% 570
2015
Q3 		$71K Buy
15,706
+104
+0.7% +$482 0.02% 544
2015
Q2 		$74K Buy
15,602
+2,709
+21% +$13.1K 0.02% 620
2015
Q1 		$63K Buy
12,893
+97
+0.8% +$469 0.02% 670
2014
Q4 		$62K Sell
12,796
-33
-0.3% -$164 0.01% 805
2014
Q3 		$65K Buy
12,829
+2,092
+19% +$10.6K 0.01% 823
2014
Q2 		$55K Buy
10,737
+90
+0.8% +$462 0.01% 877
2014
Q1 		$55K Buy
10,647
+3,089
+41% +$15.7K 0.01% 878
2013
Q4 		$38K Buy
7,558
+120
+2% +$597 0.01% 1106
2013
Q3 		$36K Sell
7,438
-30,196
-80% -$149K 0.01% 1056
2013
Q2 		$187K Buy
+37,634
New +$192K 0.03% 474

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WFG Advisors's PIM Position: Q2 2017 in Review

WFG Advisors reduced its Franklin Master Intermediate Income Trust (PIM) stake by 7.9% in Q2 2017, selling an estimated $3.53K and leaving 8,617 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #753.

WFG Advisors first reported a position in PIM in Q2 2013 and has held it in 17 quarters since. The position peaked at $187K in Q2 2013. 51 funds tracked by Wall St. Rank hold PIM as of Q2 2017.

  • WFG Advisors held 8,617 shares of Franklin Master Intermediate Income Trust worth $40K as of Q2 2017.
  • WFG Advisors sold 742 Franklin Master Intermediate Income Trust shares in Q2 2017, an estimated $3.53K.
  • Franklin Master Intermediate Income Trust made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #753 holding.
  • WFG Advisors first reported a position in Franklin Master Intermediate Income Trust in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Franklin Master Intermediate Income Trust position peaked at $187K in Q2 2013.
  • 51 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.