WCM
PIM

Whitener Capital Management’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Whitener Capital Management’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
Q2 		– Sell
-290
Closed -$1K – 321
2018
Q1 		$1K Buy
+290
New +$1.38K ﹤0.01% 447

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
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
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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whitener Capital Management's PIM Position: Q2 2018 in Review

Whitener Capital Management sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2018, closing a stake of 290 shares — an estimated $1K sold.

Whitener Capital Management first reported a position in PIM in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 54 funds tracked by Wall St. Rank hold PIM as of Q2 2018.

  • Whitener Capital Management reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2018 after selling out during the quarter.
  • Whitener Capital Management sold 290 Franklin Master Intermediate Income Trust shares in Q2 2018, an estimated $1K.
  • Whitener Capital Management first reported a position in Franklin Master Intermediate Income Trust in Q1 2018 and held it in 1 quarter.
  • Whitener Capital Management's Franklin Master Intermediate Income Trust position peaked at $1K in Q1 2018.
  • 54 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2018.

Based on Whitener Capital Management's 13F filing for Q2 2018, filed 8 Aug 2018.