Chicago Partners Investment Group’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Chicago Partners Investment Group’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
2018 Q4	–	Sell	-1,000	Closed	-$7K	–	754
2018 Q3	$7K	Buy	+1,000	New	+$7.09K	﹤0.01%	876
2018 Q2	–	Sell	-1,000	Closed	-$7K	–	980
2018 Q1	$7K	Hold	1,000	–	–	﹤0.01%	818
2017 Q4	$7K	Hold	1,000	–	–	﹤0.01%	787
2017 Q3	$8K	Sell	1,000 -1,000	-50%	-$7.59K	﹤0.01%	810
2017 Q2	$15K	Buy	+2,000	New	+$14.9K	﹤0.01%	541

Other funds holding PMM

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJA

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Chicago Partners Investment Group's PMM Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2018, closing a stake of 1,000 shares — an estimated $7K sold.

Chicago Partners Investment Group first reported a position in PMM in Q2 2017 and held it in 5 quarters. The position peaked at $15K in Q2 2017. 75 funds tracked by Wall St. Rank hold PMM as of Q4 2018.

Chicago Partners Investment Group reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 1,000 Franklin Managed Municipal Income Trust shares in Q4 2018, an estimated $7K.
Chicago Partners Investment Group first reported a position in Franklin Managed Municipal Income Trust in Q2 2017 and held it in 5 quarters.
Chicago Partners Investment Group's Franklin Managed Municipal Income Trust position peaked at $15K in Q2 2017.
75 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.