AWG
PMM

Altus Wealth Group’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-7,363
Closed -$59K – 622
2020
Q4 		$59K Buy
+7,363
New +$57.5K 0.06% 191

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Altus Wealth Group's PMM Position: Q1 2021 in Review

Altus Wealth Group sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2021, closing a stake of 7,363 shares — an estimated $59K sold.

Altus Wealth Group first reported a position in PMM in Q4 2020 and held it in 1 quarter. The position peaked at $59K in Q4 2020. 75 funds tracked by Wall St. Rank hold PMM as of Q1 2021.

  • Altus Wealth Group reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 7,363 Franklin Managed Municipal Income Trust shares in Q1 2021, an estimated $59K.
  • Altus Wealth Group first reported a position in Franklin Managed Municipal Income Trust in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Franklin Managed Municipal Income Trust position peaked at $59K in Q4 2020.
  • 75 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.