FAM
PMM

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

Formidable 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
2016
Q2 		– Sell
-900
Closed -$6K – 349
2016
Q1 		$6K Hold
900
– – ﹤0.01% 395
2015
Q4 		$6K Hold
900
– – ﹤0.01% 445
2015
Q3 		$6K Hold
900
– – ﹤0.01% 481
2015
Q2 		$6K Hold
900
– – ﹤0.01% 428
2015
Q1 		$6K Hold
900
– – ﹤0.01% 416
2014
Q4 		$7K Hold
900
– – ﹤0.01% 375
2014
Q3 		$6K Hold
900
– – ﹤0.01% 380
2014
Q2 		$6K Hold
900
– – ﹤0.01% 415
2014
Q1 		$6K Hold
900
– – ﹤0.01% 372
2013
Q4 		$6K Hold
900
– – ﹤0.01% 397
2013
Q3 		$6K Buy
+900
New +$6.09K 0.01% 350

Other funds holding PMM

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Formidable Asset Management's PMM Position: Q2 2016 in Review

Formidable Asset Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2016, closing a stake of 900 shares — an estimated $6K sold.

Formidable Asset Management first reported a position in PMM in Q3 2013 and held it in 11 quarters. The position peaked at $7K in Q4 2014. 61 funds tracked by Wall St. Rank hold PMM as of Q2 2016.

  • Formidable Asset Management reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2016 after selling out during the quarter.
  • Formidable Asset Management sold 900 Franklin Managed Municipal Income Trust shares in Q2 2016, an estimated $6K.
  • Formidable Asset Management first reported a position in Franklin Managed Municipal Income Trust in Q3 2013 and held it in 11 quarters.
  • Formidable Asset Management's Franklin Managed Municipal Income Trust position peaked at $7K in Q4 2014.
  • 61 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2016.

Based on Formidable Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.