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

BDO 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
2022 Q4	–	Sell	-3,500	Closed	-$20K	–	1067
2022 Q3	$20K	Hold	3,500	–	–	﹤0.01%	574
2022 Q2	$23K	Hold	3,500	–	–	﹤0.01%	533
2022 Q1	$25K	Hold	3,500	–	–	﹤0.01%	565
2021 Q4	$31K	Hold	3,500	–	–	﹤0.01%	540
2021 Q3	$29K	Hold	3,500	–	–	﹤0.01%	537
2021 Q2	$31K	Hold	3,500	–	–	﹤0.01%	542
2021 Q1	$29K	Buy	+3,500	New	+$28.4K	﹤0.01%	547

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

BDO Wealth Advisors's PMM Position: Q4 2022 in Review

BDO Wealth Advisors sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2022, closing a stake of 3,500 shares — an estimated $20K sold.

BDO Wealth Advisors first reported a position in PMM in Q1 2021 and held it in 7 quarters. The position peaked at $31K in Q4 2021. 87 funds tracked by Wall St. Rank hold PMM as of Q4 2022.

BDO Wealth Advisors reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 3,500 Franklin Managed Municipal Income Trust shares in Q4 2022, an estimated $20K.
BDO Wealth Advisors first reported a position in Franklin Managed Municipal Income Trust in Q1 2021 and held it in 7 quarters.
BDO Wealth Advisors's Franklin Managed Municipal Income Trust position peaked at $31K in Q4 2021.
87 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.