Bedel Financial Consulting’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-5,000	Closed	-$35K	–	696
2022 Q1	$35K	Hold	5,000	–	–	0.01%	460
2021 Q4	$44K	Hold	5,000	–	–	0.01%	419
2021 Q3	$42K	Hold	5,000	–	–	0.01%	406
2021 Q2	$44K	Hold	5,000	–	–	0.02%	401
2021 Q1	$41K	Hold	5,000	–	–	0.02%	390
2020 Q4	$40K	Hold	5,000	–	–	0.02%	343
2020 Q3	$38K	Hold	5,000	–	–	0.02%	339
2020 Q2	$37K	Hold	5,000	–	–	0.02%	316
2020 Q1	$36K	Hold	5,000	–	–	0.02%	308
2019 Q4	$40K	Hold	5,000	–	–	0.02%	316
2019 Q3	$39K	Hold	5,000	–	–	0.02%	310
2019 Q2	$38K	Hold	5,000	–	–	0.02%	314
2019 Q1	$37K	Hold	5,000	–	–	0.02%	312
2018 Q4	$34K	Hold	5,000	–	–	0.02%	295
2018 Q3	$33K	Hold	5,000	–	–	0.02%	321
2018 Q2	$35K	Hold	5,000	–	–	0.03%	302
2018 Q1	$36K	Buy	+5,000	New	+$35.8K	0.03%	305

Other funds holding PMM

RJA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

AAS

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

KMWM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bedel Financial Consulting's PMM Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2022, closing a stake of 5,000 shares — an estimated $35K sold.

Bedel Financial Consulting first reported a position in PMM in Q1 2018 and held it in 17 quarters. The position peaked at $44K in Q4 2021. 72 funds tracked by Wall St. Rank hold PMM as of Q2 2022.

Bedel Financial Consulting reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 5,000 Franklin Managed Municipal Income Trust shares in Q2 2022, an estimated $35K.
Bedel Financial Consulting first reported a position in Franklin Managed Municipal Income Trust in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Franklin Managed Municipal Income Trust position peaked at $44K in Q4 2021.
72 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.