DWM
PMM

Dakota Wealth Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Dakota Wealth Management’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 		– Sell
-15,933
Closed -$96.9K – 769
2023
Q4 		$96.9K Buy
+15,933
New +$89.3K ﹤0.01% 645

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

Dakota Wealth Management's PMM Position: Q1 2024 in Review

Dakota Wealth Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2024, closing a stake of 15,933 shares — an estimated $96.9K sold.

Dakota Wealth Management first reported a position in PMM in Q4 2023 and held it in 1 quarter. The position peaked at $96.9K in Q4 2023. 94 funds tracked by Wall St. Rank hold PMM as of Q1 2024.

  • Dakota Wealth Management reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 15,933 Franklin Managed Municipal Income Trust shares in Q1 2024, an estimated $96.9K.
  • Dakota Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q4 2023 and held it in 1 quarter.
  • Dakota Wealth Management's Franklin Managed Municipal Income Trust position peaked at $96.9K in Q4 2023.
  • 94 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2024.

Based on Dakota Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.