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 $4.93B AUM 12.22% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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.