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Zions Bancorporation’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Zions Bancorporation’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
2016
Q1 		– Sell
-1,500
Closed -$6K – 890
2015
Q4 		$6K Buy
+1,500
New +$6.84K ﹤0.01% 584
2015
Q3 		– Sell
-1,500
Closed -$7K – 869
2015
Q2 		$7K Buy
+1,500
New +$7.25K ﹤0.01% 234

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Zions Bancorporation's PIM Position: Q1 2016 in Review

Zions Bancorporation sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2016, closing a stake of 1,500 shares — an estimated $6K sold.

Zions Bancorporation first reported a position in PIM in Q2 2015 and held it in 2 quarters. The position peaked at $7K in Q2 2015. 52 funds tracked by Wall St. Rank hold PIM as of Q1 2016.

  • Zions Bancorporation reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2016 after selling out during the quarter.
  • Zions Bancorporation sold 1,500 Franklin Master Intermediate Income Trust shares in Q1 2016, an estimated $6K.
  • Zions Bancorporation first reported a position in Franklin Master Intermediate Income Trust in Q2 2015 and held it in 2 quarters.
  • Zions Bancorporation's Franklin Master Intermediate Income Trust position peaked at $7K in Q2 2015.
  • 52 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2016.

Based on Zions Bancorporation's 13F filing for Q1 2016, filed 16 May 2016.