CS
PMM

Credit Suisse’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Credit Suisse’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
2014
Q2 		– Sell
-11,998
Closed -$84K – 4774
2014
Q1 		$84K Buy
+11,998
New +$83.6K ﹤0.01% 4534

Other funds holding PMM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

Credit Suisse's PMM Position: Q2 2014 in Review

Credit Suisse sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2014, closing a stake of 11,998 shares — an estimated $84K sold.

Credit Suisse first reported a position in PMM in Q1 2014 and held it in 1 quarter. The position peaked at $84K in Q1 2014. 61 funds tracked by Wall St. Rank hold PMM as of Q2 2014.

  • Credit Suisse reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2014 after selling out during the quarter.
  • Credit Suisse sold 11,998 Franklin Managed Municipal Income Trust shares in Q2 2014, an estimated $84K.
  • Credit Suisse first reported a position in Franklin Managed Municipal Income Trust in Q1 2014 and held it in 1 quarter.
  • Credit Suisse's Franklin Managed Municipal Income Trust position peaked at $84K in Q1 2014.
  • 61 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2014.

Based on Credit Suisse's 13F filing for Q2 2014, filed 11 Aug 2014.