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

Evercore 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
2018 Q1	–	Sell	-3,363	Closed	-$25K	–	682
2017 Q4	$25K	Hold	3,363	–	–	﹤0.01%	689
2017 Q3	$25K	Hold	3,363	–	–	﹤0.01%	673
2017 Q2	$25K	Hold	3,363	–	–	﹤0.01%	682
2017 Q1	$24K	Hold	3,363	–	–	﹤0.01%	727
2016 Q4	$24K	Hold	3,363	–	–	﹤0.01%	730
2016 Q3	$27K	Hold	3,363	–	–	﹤0.01%	724
2016 Q2	$27K	Hold	3,363	–	–	﹤0.01%	705
2016 Q1	$26K	Hold	3,363	–	–	﹤0.01%	682
2015 Q4	$25K	Hold	3,363	–	–	﹤0.01%	726
2015 Q3	$24K	Hold	3,363	–	–	﹤0.01%	713
2015 Q2	$24K	Hold	3,363	–	–	﹤0.01%	765
2015 Q1	$25K	Buy	+3,363	New	+$24.6K	﹤0.01%	750
2014 Q4	–	Sell	-3,363	Closed	-$24K	–	955
2014 Q3	$24K	Buy	+3,363	New	+$23.6K	﹤0.01%	710

Other funds holding PMM

RCM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RJA

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Evercore Wealth Management's PMM Position: Q1 2018 in Review

Evercore Wealth Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2018, closing a stake of 3,363 shares — an estimated $25K sold.

Evercore Wealth Management first reported a position in PMM in Q3 2014 and held it in 13 quarters. The position peaked at $27K in Q3 2016. 81 funds tracked by Wall St. Rank hold PMM as of Q1 2018.

Evercore Wealth Management reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 3,363 Franklin Managed Municipal Income Trust shares in Q1 2018, an estimated $25K.
Evercore Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q3 2014 and held it in 13 quarters.
Evercore Wealth Management's Franklin Managed Municipal Income Trust position peaked at $27K in Q3 2016.
81 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.