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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 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 $280M AUM 18.25% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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.