YMRC
PIM

Yorktown Management & Research Company’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Yorktown Management & Research Company’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
2015
Q4 		– Sell
-10,500
Closed -$47K – 441
2015
Q3 		$47K Hold
10,500
– – 0.01% 451
2015
Q2 		$50K Hold
10,500
– – 0.01% 472
2015
Q1 		$51K Buy
+10,500
New +$50.8K 0.01% 474

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Yorktown Management & Research Company's PIM Position: Q4 2015 in Review

Yorktown Management & Research Company sold out of Franklin Master Intermediate Income Trust (PIM) in Q4 2015, closing a stake of 10,500 shares — an estimated $47K sold.

Yorktown Management & Research Company first reported a position in PIM in Q1 2015 and held it in 3 quarters. The position peaked at $51K in Q1 2015. 53 funds tracked by Wall St. Rank hold PIM as of Q4 2015.

  • Yorktown Management & Research Company reported no remaining Franklin Master Intermediate Income Trust position as of Q4 2015 after selling out during the quarter.
  • Yorktown Management & Research Company sold 10,500 Franklin Master Intermediate Income Trust shares in Q4 2015, an estimated $47K.
  • Yorktown Management & Research Company first reported a position in Franklin Master Intermediate Income Trust in Q1 2015 and held it in 3 quarters.
  • Yorktown Management & Research Company's Franklin Master Intermediate Income Trust position peaked at $51K in Q1 2015.
  • 53 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q4 2015.

Based on Yorktown Management & Research Company's 13F filing for Q4 2015, filed 27 Jan 2016.