WSTAM
PIM

Wilbanks Smith & Thomas Asset Management’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q4 		– Sell
-300
Closed -$1K – 1048
2018
Q3 		$1K Buy
+300
New +$1.38K ﹤0.01% 1544

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's PIM Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Franklin Master Intermediate Income Trust (PIM) in Q4 2018, closing a stake of 300 shares — an estimated $1K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in PIM in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 52 funds tracked by Wall St. Rank hold PIM as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Franklin Master Intermediate Income Trust position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 300 Franklin Master Intermediate Income Trust shares in Q4 2018, an estimated $1K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Franklin Master Intermediate Income Trust in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Franklin Master Intermediate Income Trust position peaked at $1K in Q3 2018.
  • 52 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.