Daniel L. Goodwin’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Daniel L. Goodwin’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
2023 Q3	$727K	Buy	132,912 +7,000	+6%	+$40.8K	0.35%	34
2023 Q2	$767K	Buy	125,912 +4,000	+3%	+$23.8K	0.37%	33
2023 Q1	$747K	Buy	121,912 +25,800	+27%	+$175K	0.38%	32
2022 Q4	$604K	Buy	96,112 +2,500	+3%	+$15.2K	0.31%	43
2022 Q3	$528K	Hold	93,612	–	–	0.3%	44
2022 Q2	$620K	Buy	93,612 +3,500	+4%	+$23.1K	0.34%	41
2022 Q1	$637K	Buy	90,112 +1,000	+1%	+$7.5K	0.28%	43
2021 Q4	$781K	Hold	89,112	–	–	0.34%	42
2021 Q3	$743K	Hold	89,112	–	–	0.34%	41
2021 Q2	$781K	Hold	89,112	–	–	0.37%	45
2021 Q1	$727K	Hold	89,112	–	–	0.38%	46
2020 Q4	$719K	Hold	89,112	–	–	0.42%	45
2020 Q3	$683K	Hold	89,112	–	–	0.48%	37
2020 Q2	$653K	Sell	89,112 -12,000	-12%	-$84.9K	0.41%	42
2020 Q1	$728K	Hold	101,112	–	–	0.59%	36
2019 Q4	$808K	Hold	101,112	–	–	0.35%	37
2019 Q3	$791K	Hold	101,112	–	–	0.36%	40
2019 Q2	$772K	Hold	101,112	–	–	0.35%	39
2019 Q1	$756K	Hold	101,112	–	–	0.35%	40
2018 Q4	$680K	Hold	101,112	–	–	0.36%	38
2018 Q3	$700K	Hold	101,112	–	–	0.33%	45
2018 Q2	$716K	Hold	101,112	–	–	0.33%	40
2018 Q1	$722K	Hold	101,112	–	–	0.35%	36
2017 Q4	$750K	Hold	101,112	–	–	0.33%	39
2017 Q3	$764K	Hold	101,112	–	–	0.34%	39
2017 Q2	$760K	Hold	101,112	–	–	0.34%	42
2017 Q1	$734K	Hold	101,112	–	–	0.31%	43
2016 Q4	$715K	Hold	101,112	–	–	0.29%	39
2016 Q3	$806K	Hold	101,112	–	–	0.29%	35
2016 Q2	$813K	Hold	101,112	–	–	0.26%	35
2016 Q1	$773K	Hold	101,112	–	–	0.18%	38
2015 Q4	$744K	Hold	101,112	–	–	0.18%	41
2015 Q3	$723K	Sell	101,112 -20,000	-17%	-$142K	0.19%	39
2015 Q2	$856K	Hold	121,112	–	–	0.23%	30
2015 Q1	$895K	Hold	121,112	–	–	0.2%	38
2014 Q4	$878K	Hold	121,112	–	–	0.16%	48
2014 Q3	$858K	Buy	+121,112	New	+$851K	0.19%	42
2014 Q2	–	Sell	-121,112	Closed	-$843K	–	116
2014 Q1	$843K	Hold	121,112	–	–	0.15%	47
2013 Q4	$804K	Buy	121,112 +2,000	+2%	+$13.3K	0.15%	48
2013 Q3	$815K	Hold	119,112	–	–	0.16%	49
2013 Q2	$850K	Buy	+119,112	New	+$915K	0.17%	48

Other funds holding PMM

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

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

RJA

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

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

KIG

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

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

RCM

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Daniel L. Goodwin's PMM Position: Q3 2023 in Review

Daniel L. Goodwin increased its Franklin Managed Municipal Income Trust (PMM) stake by 5.6% in Q3 2023, buying an estimated $40.8K and bringing the position to 132,912 shares worth $727K. The position accounts for 0.35% of the portfolio, ranked #34.

Daniel L. Goodwin first reported a position in PMM in Q2 2013 and has held it in 41 quarters since. The position peaked at $895K in Q1 2015. 83 funds tracked by Wall St. Rank hold PMM as of Q3 2023.

Daniel L. Goodwin held 132,912 shares of Franklin Managed Municipal Income Trust worth $727K as of Q3 2023.
Daniel L. Goodwin bought 7,000 Franklin Managed Municipal Income Trust shares in Q3 2023, an estimated $40.8K.
Franklin Managed Municipal Income Trust made up 0.35% of Daniel L. Goodwin's portfolio in Q3 2023, its #34 holding.
Daniel L. Goodwin first reported a position in Franklin Managed Municipal Income Trust in Q2 2013 and has held it in 41 quarters since.
Daniel L. Goodwin's Franklin Managed Municipal Income Trust position peaked at $895K in Q1 2015.
83 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.