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

Crewe 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
2021
Q2 		– Sell
-2,500
Closed -$20K – 477
2021
Q1 		$20K Hold
2,500
– – 0.01% 223
2020
Q4 		$20K Buy
+2,500
New +$19.5K 0.01% 203

Other funds holding PMM

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Crewe Advisors's PMM Position: Q2 2021 in Review

Crewe Advisors sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2021, closing a stake of 2,500 shares — an estimated $20K sold.

Crewe Advisors first reported a position in PMM in Q4 2020 and held it in 2 quarters. The position peaked at $20K in Q1 2021. 71 funds tracked by Wall St. Rank hold PMM as of Q2 2021.

  • Crewe Advisors reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2021 after selling out during the quarter.
  • Crewe Advisors sold 2,500 Franklin Managed Municipal Income Trust shares in Q2 2021, an estimated $20K.
  • Crewe Advisors first reported a position in Franklin Managed Municipal Income Trust in Q4 2020 and held it in 2 quarters.
  • Crewe Advisors's Franklin Managed Municipal Income Trust position peaked at $20K in Q1 2021.
  • 71 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2021.

Based on Crewe Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.