BBPWM
PMM

Blue Bell Private Wealth Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Blue Bell Private Wealth Management’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
2025
Q1 		– Sell
-20
Closed -$124 – 743
2024
Q4 		$119 Buy
+20
New +$126 ﹤0.01% 667

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AAM
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Pathstone Holdings
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Blue Bell Private Wealth Management's PMM Position: Q1 2025 in Review

Blue Bell Private Wealth Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2025, closing a stake of 20 shares — an estimated $124 sold.

Blue Bell Private Wealth Management first reported a position in PMM in Q4 2024 and held it in 1 quarter. The position peaked at $119 in Q4 2024. 80 funds tracked by Wall St. Rank hold PMM as of Q1 2025.

  • Blue Bell Private Wealth Management reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2025 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 20 Franklin Managed Municipal Income Trust shares in Q1 2025, an estimated $124.
  • Blue Bell Private Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q4 2024 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's Franklin Managed Municipal Income Trust position peaked at $119 in Q4 2024.
  • 80 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.