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PMM

Avantax Planning Partners’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-300
Closed -$2K – 959
2018
Q3 		$2K Buy
+300
New +$2.13K ﹤0.01% 1356
2018
Q2 		– Sell
-300
Closed -$2K – 1144
2018
Q1 		$2K Buy
+300
New +$2.15K ﹤0.01% 1622

Other funds holding PMM

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avantax Planning Partners's PMM Position: Q4 2018 in Review

Avantax Planning Partners sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2018, closing a stake of 300 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in PMM in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 75 funds tracked by Wall St. Rank hold PMM as of Q4 2018.

  • Avantax Planning Partners reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 300 Franklin Managed Municipal Income Trust shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Franklin Managed Municipal Income Trust in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Franklin Managed Municipal Income Trust position peaked at $2K in Q3 2018.
  • 75 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.