DEM
PMM

Disciplined Equity Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Disciplined Equity 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
2025
Q3 		– Sell
-140
Closed -$838 – 62
2025
Q2 		$838 Buy
+140
New +$829 ﹤0.01% 61
2024
Q4 		– Sell
-140
Closed -$912 – 61
2024
Q3 		$912 Hold
140
– – ﹤0.01% 62
2024
Q2 		$868 Hold
140
– – ﹤0.01% 62
2024
Q1 		$839 Hold
140
– – ﹤0.01% 58
2023
Q4 		$852 Buy
+140
New +$785 ﹤0.01% 101

Other funds holding PMM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Disciplined Equity Management's PMM Position: Q3 2025 in Review

Disciplined Equity Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q3 2025, closing a stake of 140 shares — an estimated $838 sold.

Disciplined Equity Management first reported a position in PMM in Q4 2023 and held it in 5 quarters. The position peaked at $912 in Q3 2024. 80 funds tracked by Wall St. Rank hold PMM as of Q3 2025.

  • Disciplined Equity Management reported no remaining Franklin Managed Municipal Income Trust position as of Q3 2025 after selling out during the quarter.
  • Disciplined Equity Management sold 140 Franklin Managed Municipal Income Trust shares in Q3 2025, an estimated $838.
  • Disciplined Equity Management first reported a position in Franklin Managed Municipal Income Trust in Q4 2023 and held it in 5 quarters.
  • Disciplined Equity Management's Franklin Managed Municipal Income Trust position peaked at $912 in Q3 2024.
  • 80 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q3 2025.

Based on Disciplined Equity Management's 13F filing for Q3 2025, filed 22 Oct 2025.