CAN
PMM

Cetera Advisor Networks’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Cetera Advisor Networks’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
Q1 		$320K Sell
53,450
-38,967
-42% -$239K ﹤0.01% 2237
2023
Q4 		$562K Sell
92,417
-16,038
-15% -$89.9K ﹤0.01% 1783
2023
Q3 		$593K Buy
108,455
+1,670
+2% +$9.74K ﹤0.01% 1654
2023
Q2 		$650K Hold
106,785
– – ﹤0.01% 1550
2023
Q1 		$655K Buy
106,785
+24,205
+29% +$164K ﹤0.01% 1513
2022
Q4 		$519K Sell
82,580
-2,386
-3% -$14.5K ﹤0.01% 1618
2022
Q3 		$479K Buy
84,966
+7,034
+9% +$46.9K 0.01% 1311
2022
Q2 		$515K Buy
77,932
+12,533
+19% +$82.8K 0.01% 1244
2022
Q1 		$462K Sell
65,399
-5,819
-8% -$43.7K 0.01% 1344
2021
Q4 		$625K Buy
71,218
+10,207
+17% +$86.9K 0.01% 1143
2021
Q3 		$509K Buy
61,011
+5,522
+10% +$47.5K 0.01% 1215
2021
Q2 		$487K Buy
55,489
+2,381
+4% +$20.2K 0.01% 1199
2021
Q1 		$433K Buy
53,108
+1,214
+2% +$9.85K 0.01% 949
2020
Q4 		$419K Buy
51,894
+12,647
+32% +$98.7K 0.01% 871
2020
Q3 		$301K Buy
39,247
+9,879
+34% +$76.6K 0.01% 933
2020
Q2 		$215K Buy
29,368
+47
+0.2% +$332 0.01% 1086
2020
Q1 		$211K Sell
29,321
-4,979
-15% -$38.9K 0.01% 963
2019
Q4 		$274K Hold
34,300
– – 0.01% 1002
2019
Q3 		$268K Hold
34,300
– – 0.01% 970
2019
Q2 		$260K Buy
34,300
+11,400
+50% +$86K 0.01% 968
2019
Q1 		$172K Hold
22,900
– – 0.01% 1080
2018
Q4 		$153K Hold
22,900
– – 0.01% 974
2018
Q3 		$158K Buy
+22,900
New +$162K 0.01% 1081
2018
Q1 		– Sell
-38,573
Closed -$286K – 956
2017
Q4 		$286K Sell
38,573
-3,150
-8% -$23.6K 0.01% 749
2017
Q3 		$316K Hold
41,723
– – 0.01% 673
2017
Q2 		$314K Hold
41,723
– – 0.01% 689
2017
Q1 		$302K Hold
41,723
– – 0.01% 698
2016
Q4 		$295K Sell
41,723
-18,613
-31% -$137K 0.02% 653
2016
Q3 		$481K Buy
60,336
+19,363
+47% +$154K 0.02% 598
2016
Q2 		$329K Hold
40,973
– – 0.02% 595
2016
Q1 		$313K Hold
40,973
– – 0.02% 599
2015
Q4 		$302K Buy
40,973
+19,960
+95% +$145K 0.02% 601
2015
Q3 		$150K Buy
+21,013
New +$149K 0.01% 750

Other funds holding PMM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisor Networks's PMM Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Franklin Managed Municipal Income Trust (PMM) stake by 42% in Q1 2024, selling an estimated $239K and leaving 53,450 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Cetera Advisor Networks first reported a position in PMM in Q3 2015 and has held it in 33 quarters since. The position peaked at $655K in Q1 2023. 94 funds tracked by Wall St. Rank hold PMM as of Q1 2024.

  • Cetera Advisor Networks held 53,450 shares of Franklin Managed Municipal Income Trust worth $320K as of Q1 2024.
  • Cetera Advisor Networks sold 38,967 Franklin Managed Municipal Income Trust shares in Q1 2024, an estimated $239K.
  • Franklin Managed Municipal Income Trust made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2237 holding.
  • Cetera Advisor Networks first reported a position in Franklin Managed Municipal Income Trust in Q3 2015 and has held it in 33 quarters since.
  • Cetera Advisor Networks's Franklin Managed Municipal Income Trust position peaked at $655K in Q1 2023.
  • 94 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.