CAPTRUST Financial Advisors
PMM

CAPTRUST Financial Advisors’s Franklin Managed Municipal Income Trust PMM Stock Holding History

CAPTRUST Financial 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
2016
Q2 		– Sell
-540
Closed -$4K – 159
2016
Q1 		$4K Buy
+540
New +$4.03K ﹤0.01% 206

Other funds holding PMM

AAM
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GC
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RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAPTRUST Financial Advisors's PMM Position: Q2 2016 in Review

CAPTRUST Financial Advisors sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2016, closing a stake of 540 shares — an estimated $4K sold.

CAPTRUST Financial Advisors first reported a position in PMM in Q1 2016 and held it in 1 quarter. The position peaked at $4K in Q1 2016. 61 funds tracked by Wall St. Rank hold PMM as of Q2 2016.

  • CAPTRUST Financial Advisors reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2016 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 540 Franklin Managed Municipal Income Trust shares in Q2 2016, an estimated $4K.
  • CAPTRUST Financial Advisors first reported a position in Franklin Managed Municipal Income Trust in Q1 2016 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Franklin Managed Municipal Income Trust position peaked at $4K in Q1 2016.
  • 61 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2016.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2016, filed 8 Aug 2016.