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

WMG Financial 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
2025 Q3	–	Sell	-16,700	Closed	-$55.9K	–	216
2025 Q2	$55.9K	Sell	16,700 -3,000	-15%	-$9.91K	0.02%	188
2025 Q1	$65.4K	Hold	19,700	–	–	0.03%	168
2024 Q4	$64.2K	Hold	19,700	–	–	0.03%	169
2024 Q3	$66.8K	Hold	19,700	–	–	0.03%	174
2024 Q2	$63.5K	Buy	+19,700	New	+$62.3K	0.03%	154

Other funds holding PIM

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SSIM

Sheets Smith Investment Management Houston, Texas $154M AUM 66.97% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

WMG Financial Advisors's PIM Position: Q3 2025 in Review

WMG Financial Advisors sold out of Franklin Master Intermediate Income Trust (PIM) in Q3 2025, closing a stake of 16,700 shares — an estimated $55.9K sold.

WMG Financial Advisors first reported a position in PIM in Q2 2024 and held it in 5 quarters. The position peaked at $66.8K in Q3 2024. 60 funds tracked by Wall St. Rank hold PIM as of Q3 2025.

WMG Financial Advisors reported no remaining Franklin Master Intermediate Income Trust position as of Q3 2025 after selling out during the quarter.
WMG Financial Advisors sold 16,700 Franklin Master Intermediate Income Trust shares in Q3 2025, an estimated $55.9K.
WMG Financial Advisors first reported a position in Franklin Master Intermediate Income Trust in Q2 2024 and held it in 5 quarters.
WMG Financial Advisors's Franklin Master Intermediate Income Trust position peaked at $66.8K in Q3 2024.
60 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2025.

Based on WMG Financial Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.