DWM
PMM

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

Doyle 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
2022
Q2 		– Sell
-12,000
Closed -$85K – 241
2022
Q1 		$85K Buy
+12,000
New +$90K 0.01% 245

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Doyle Wealth Management's PMM Position: Q2 2022 in Review

Doyle Wealth Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2022, closing a stake of 12,000 shares — an estimated $85K sold.

Doyle Wealth Management first reported a position in PMM in Q1 2022 and held it in 1 quarter. The position peaked at $85K in Q1 2022. 72 funds tracked by Wall St. Rank hold PMM as of Q2 2022.

  • Doyle Wealth Management reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 12,000 Franklin Managed Municipal Income Trust shares in Q2 2022, an estimated $85K.
  • Doyle Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q1 2022 and held it in 1 quarter.
  • Doyle Wealth Management's Franklin Managed Municipal Income Trust position peaked at $85K in Q1 2022.
  • 72 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.