ATWA
PMM

Arbor Trust Wealth Advisors’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Arbor Trust Wealth Advisors’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
2024
Q4 		– Sell
-13,000
Closed -$80.9K – 102
2024
Q3 		$80.9K Hold
13,000
– – 0.04% 97
2024
Q2 		$80.9K Buy
+13,000
New +$78K 0.04% 97

Other funds holding PMM

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

Arbor Trust Wealth Advisors's PMM Position: Q4 2024 in Review

Arbor Trust Wealth Advisors sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2024, closing a stake of 13,000 shares — an estimated $80.9K sold.

Arbor Trust Wealth Advisors first reported a position in PMM in Q2 2024 and held it in 2 quarters. The position peaked at $80.9K in Q3 2024. 93 funds tracked by Wall St. Rank hold PMM as of Q4 2024.

  • Arbor Trust Wealth Advisors reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
  • Arbor Trust Wealth Advisors sold 13,000 Franklin Managed Municipal Income Trust shares in Q4 2024, an estimated $80.9K.
  • Arbor Trust Wealth Advisors first reported a position in Franklin Managed Municipal Income Trust in Q2 2024 and held it in 2 quarters.
  • Arbor Trust Wealth Advisors's Franklin Managed Municipal Income Trust position peaked at $80.9K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2024.

Based on Arbor Trust Wealth Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.