Aveo Capital Partners’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Aveo Capital 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
2023 Q3	–	Sell	-10,665	Closed	-$65K	–	347
2023 Q2	$65K	Hold	10,665	–	–	0.01%	331
2023 Q1	$65.4K	Hold	10,665	–	–	0.01%	331
2022 Q4	$67K	Hold	10,665	–	–	0.01%	325
2022 Q3	$60K	Hold	10,665	–	–	0.01%	268
2022 Q2	$71K	Hold	10,665	–	–	0.01%	264
2022 Q1	$75K	Hold	10,665	–	–	0.01%	270
2021 Q4	$94K	Buy	+10,665	New	+$90.8K	0.02%	279

Other funds holding PMM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

KIG

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Aveo Capital Partners's PMM Position: Q3 2023 in Review

Aveo Capital Partners sold out of Franklin Managed Municipal Income Trust (PMM) in Q3 2023, closing a stake of 10,665 shares — an estimated $65K sold.

Aveo Capital Partners first reported a position in PMM in Q4 2021 and held it in 7 quarters. The position peaked at $94K in Q4 2021. 83 funds tracked by Wall St. Rank hold PMM as of Q3 2023.

Aveo Capital Partners reported no remaining Franklin Managed Municipal Income Trust position as of Q3 2023 after selling out during the quarter.
Aveo Capital Partners sold 10,665 Franklin Managed Municipal Income Trust shares in Q3 2023, an estimated $65K.
Aveo Capital Partners first reported a position in Franklin Managed Municipal Income Trust in Q4 2021 and held it in 7 quarters.
Aveo Capital Partners's Franklin Managed Municipal Income Trust position peaked at $94K in Q4 2021.
83 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q3 2023.

Based on Aveo Capital Partners's 13F filing for Q3 2023, filed 6 Nov 2023.