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Benjamin Edwards Inc’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Benjamin Edwards Inc’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
2024
Q3 		– Sell
-5,400
Closed -$33K – 1172
2024
Q2 		$33K Hold
5,400
– – 0.01% 543
2024
Q1 		$32K Hold
5,400
– – 0.01% 530
2023
Q4 		$33K Hold
5,400
– – 0.01% 505
2023
Q3 		$30K Hold
5,400
– – 0.01% 507
2023
Q2 		$33K Hold
5,400
– – 0.01% 495
2023
Q1 		$33K Hold
5,400
– – 0.01% 500
2022
Q4 		$34K Hold
5,400
– – 0.01% 445
2022
Q3 		$30K Hold
5,400
– – 0.01% 461
2022
Q2 		$36K Hold
5,400
– – 0.01% 457
2022
Q1 		$38K Hold
5,400
– – 0.01% 480
2021
Q4 		$47K Hold
5,400
– – 0.02% 423
2021
Q3 		$45K Hold
5,400
– – 0.03% 317
2021
Q2 		$47K Hold
5,400
– – 0.03% 276
2021
Q1 		$44K Hold
5,400
– – 0.03% 258
2020
Q4 		$44K Hold
5,400
– – 0.03% 255
2020
Q3 		$41K Hold
5,400
– – 0.03% 237
2020
Q2 		$40K Hold
5,400
– – 0.03% 217
2020
Q1 		$39K Hold
5,400
– – 0.04% 187
2019
Q4 		$43K Hold
5,400
– – 0.09% 134
2019
Q3 		$42K Hold
5,400
– – 0.09% 135
2019
Q2 		$41K Buy
5,400
+3,050
+130% +$23K 0.1% 134
2019
Q1 		$18K Buy
+2,350
New +$17K 0.09% 170

Other funds holding PMM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Benjamin Edwards Inc's PMM Position: Q3 2024 in Review

Benjamin Edwards Inc sold out of Franklin Managed Municipal Income Trust (PMM) in Q3 2024, closing a stake of 5,400 shares — an estimated $33K sold.

Benjamin Edwards Inc first reported a position in PMM in Q1 2019 and held it in 22 quarters. The position peaked at $47K in Q4 2021. 92 funds tracked by Wall St. Rank hold PMM as of Q3 2024.

  • Benjamin Edwards Inc reported no remaining Franklin Managed Municipal Income Trust position as of Q3 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 5,400 Franklin Managed Municipal Income Trust shares in Q3 2024, an estimated $33K.
  • Benjamin Edwards Inc first reported a position in Franklin Managed Municipal Income Trust in Q1 2019 and held it in 22 quarters.
  • Benjamin Edwards Inc's Franklin Managed Municipal Income Trust position peaked at $47K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q3 2024.

Based on Benjamin Edwards Inc's 13F filing for Q3 2024, filed 14 Nov 2024.