AWM
PMM

Altium Wealth Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Altium Wealth Management’s Portfolio PMM Stock Details PMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-43,184
Closed -$311K – 343
2020
Q1 		$311K Hold
43,184
– – 0.04% 205
2019
Q4 		$345K Hold
43,184
– – 0.04% 205
2019
Q3 		$338K Buy
+43,184
New +$341K 0.05% 202

Other funds holding PMM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Altium Wealth Management's PMM Position: Q2 2020 in Review

Altium Wealth Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2020, closing a stake of 43,184 shares — an estimated $311K sold.

Altium Wealth Management first reported a position in PMM in Q3 2019 and held it in 3 quarters. The position peaked at $345K in Q4 2019. 64 funds tracked by Wall St. Rank hold PMM as of Q2 2020.

  • Altium Wealth Management reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2020 after selling out during the quarter.
  • Altium Wealth Management sold 43,184 Franklin Managed Municipal Income Trust shares in Q2 2020, an estimated $311K.
  • Altium Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q3 2019 and held it in 3 quarters.
  • Altium Wealth Management's Franklin Managed Municipal Income Trust position peaked at $345K in Q4 2019.
  • 64 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2020.

Based on Altium Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.