FinTrust Capital Advisors’s Franklin Managed Municipal Income Trust PMM Stock Holding History

FinTrust Capital Advisors’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 Q4	–	Sell	-332	Closed	-$3K	–	1132
2020 Q3	$3K	Hold	332	–	–	﹤0.01%	1033
2020 Q2	$2K	Hold	332	–	–	﹤0.01%	944
2020 Q1	$2K	Hold	332	–	–	﹤0.01%	1022
2019 Q4	$3K	Hold	332	–	–	﹤0.01%	952
2019 Q3	$3K	Sell	332 -487	-59%	-$3.84K	﹤0.01%	956
2019 Q2	$6K	Sell	819 -926	-53%	-$6.99K	﹤0.01%	808
2019 Q1	$13K	Hold	1,745	–	–	0.01%	711
2018 Q4	$12K	Buy	+1,745	New	+$11.9K	0.01%	731

Other funds holding PMM

RJA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FinTrust Capital Advisors's PMM Position: Q4 2020 in Review

FinTrust Capital Advisors sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2020, closing a stake of 332 shares — an estimated $3K sold.

FinTrust Capital Advisors first reported a position in PMM in Q4 2018 and held it in 8 quarters. The position peaked at $13K in Q1 2019. 76 funds tracked by Wall St. Rank hold PMM as of Q4 2020.

FinTrust Capital Advisors reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2020 after selling out during the quarter.
FinTrust Capital Advisors sold 332 Franklin Managed Municipal Income Trust shares in Q4 2020, an estimated $3K.
FinTrust Capital Advisors first reported a position in Franklin Managed Municipal Income Trust in Q4 2018 and held it in 8 quarters.
FinTrust Capital Advisors's Franklin Managed Municipal Income Trust position peaked at $13K in Q1 2019.
76 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2020.

Based on FinTrust Capital Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.