Family Asset Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Family Asset 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
2024 Q2	–	Sell	-10,400	Closed	-$62.3K	–	216
2024 Q1	$62.3K	Hold	10,400	–	–	0.04%	124
2023 Q4	$63.2K	Hold	10,400	–	–	0.04%	127
2023 Q3	$56.9K	Hold	10,400	–	–	0.04%	125
2023 Q2	$63.3K	Hold	10,400	–	–	0.04%	134
2023 Q1	$63.8K	Hold	10,400	–	–	0.05%	131
2022 Q4	$65.3K	Buy	+10,400	New	+$63.1K	0.05%	115

Other funds holding PMM

AAM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RCM

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

RJA

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Family Asset Management's PMM Position: Q2 2024 in Review

Family Asset Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2024, closing a stake of 10,400 shares — an estimated $62.3K sold.

Family Asset Management first reported a position in PMM in Q4 2022 and held it in 6 quarters. The position peaked at $65.3K in Q4 2022. 83 funds tracked by Wall St. Rank hold PMM as of Q2 2024.

Family Asset Management reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2024 after selling out during the quarter.
Family Asset Management sold 10,400 Franklin Managed Municipal Income Trust shares in Q2 2024, an estimated $62.3K.
Family Asset Management first reported a position in Franklin Managed Municipal Income Trust in Q4 2022 and held it in 6 quarters.
Family Asset Management's Franklin Managed Municipal Income Trust position peaked at $65.3K in Q4 2022.
83 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2024.

Based on Family Asset Management's 13F filing for Q2 2024, filed 1 Aug 2024.