EWM
PMM

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

EPG 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
2020
Q2 		– Sell
-174
Closed -$1K – 595
2020
Q1 		$1K Buy
+174
New +$1.36K ﹤0.01% 752

Other funds holding PMM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

EPG Wealth Management's PMM Position: Q2 2020 in Review

EPG Wealth Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2020, closing a stake of 174 shares — an estimated $1K sold.

EPG Wealth Management first reported a position in PMM in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 64 funds tracked by Wall St. Rank hold PMM as of Q2 2020.

  • EPG Wealth Management reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 174 Franklin Managed Municipal Income Trust shares in Q2 2020, an estimated $1K.
  • EPG Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's Franklin Managed Municipal Income Trust position peaked at $1K in Q1 2020.
  • 64 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.