Bay Colony Advisors’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Bay Colony 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
2022 Q4	–	Sell	-10,290	Closed	-$58K	–	363
2022 Q3	$58K	Sell	10,290 -19,361	-65%	-$129K	0.02%	318
2022 Q2	$204K	Buy	29,651 +6,454	+28%	+$42.6K	0.05%	316
2022 Q1	$164K	Buy	+23,197	New	+$174K	0.04%	344
2018 Q4	–	Sell	-11,544	Closed	-$80K	–	206
2018 Q3	$80K	Buy	11,544 +4,116	+55%	+$29.2K	0.06%	176
2018 Q2	$53K	Buy	+7,428	New	+$52.4K	0.04%	358

Other funds holding PMM

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

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

KIG

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

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

KMWM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AAM

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bay Colony Advisors's PMM Position: Q4 2022 in Review

Bay Colony Advisors sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2022, closing a stake of 10,290 shares — an estimated $58K sold.

Bay Colony Advisors first reported a position in PMM in Q2 2018 and held it in 5 quarters. The position peaked at $204K in Q2 2022. 87 funds tracked by Wall St. Rank hold PMM as of Q4 2022.

Bay Colony Advisors reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2022 after selling out during the quarter.
Bay Colony Advisors sold 10,290 Franklin Managed Municipal Income Trust shares in Q4 2022, an estimated $58K.
Bay Colony Advisors first reported a position in Franklin Managed Municipal Income Trust in Q2 2018 and held it in 5 quarters.
Bay Colony Advisors's Franklin Managed Municipal Income Trust position peaked at $204K in Q2 2022.
87 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2022.

Based on Bay Colony Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.