DAS
PMM

Dynamic Advisor Solutions’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Dynamic Advisor Solutions’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
Q4 		– Sell
-12,636
Closed -$69.1K – 930
2023
Q3 		$69.1K Hold
12,636
– – ﹤0.01% 821
2023
Q2 		$77K Hold
12,636
– – ﹤0.01% 778
2023
Q1 		$77.5K Hold
12,636
– – ﹤0.01% 731
2022
Q4 		$79.4K Hold
12,636
– – 0.01% 698
2022
Q3 		$71K Hold
12,636
– – 0.01% 664
2022
Q2 		$84K Hold
12,636
– – 0.01% 683
2022
Q1 		$89K Hold
12,636
– – 0.01% 708
2021
Q4 		$111K Hold
12,636
– – 0.01% 703
2021
Q3 		$105K Hold
12,636
– – 0.01% 722
2021
Q2 		$111K Hold
12,636
– – 0.01% 704
2021
Q1 		$103K Buy
+12,636
New +$103K 0.01% 643

Other funds holding PMM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Dynamic Advisor Solutions's PMM Position: Q4 2023 in Review

Dynamic Advisor Solutions sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2023, closing a stake of 12,636 shares — an estimated $69.1K sold.

Dynamic Advisor Solutions first reported a position in PMM in Q1 2021 and held it in 11 quarters. The position peaked at $111K in Q4 2021. 96 funds tracked by Wall St. Rank hold PMM as of Q4 2023.

  • Dynamic Advisor Solutions reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 12,636 Franklin Managed Municipal Income Trust shares in Q4 2023, an estimated $69.1K.
  • Dynamic Advisor Solutions first reported a position in Franklin Managed Municipal Income Trust in Q1 2021 and held it in 11 quarters.
  • Dynamic Advisor Solutions's Franklin Managed Municipal Income Trust position peaked at $111K in Q4 2021.
  • 96 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2023, filed 10 Jan 2024.