GWS
PMM

Glassman Wealth Services’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Glassman Wealth Services’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
2023
Q1 		– Sell
-1,413
Closed -$8.87K – 1964
2022
Q4 		$8.87K Buy
+1,413
New +$8.57K ﹤0.01% 862

Other funds holding PMM

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Glassman Wealth Services's PMM Position: Q1 2023 in Review

Glassman Wealth Services sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2023, closing a stake of 1,413 shares — an estimated $8.87K sold.

Glassman Wealth Services first reported a position in PMM in Q4 2022 and held it in 1 quarter. The position peaked at $8.87K in Q4 2022. 76 funds tracked by Wall St. Rank hold PMM as of Q1 2023.

  • Glassman Wealth Services reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 1,413 Franklin Managed Municipal Income Trust shares in Q1 2023, an estimated $8.87K.
  • Glassman Wealth Services first reported a position in Franklin Managed Municipal Income Trust in Q4 2022 and held it in 1 quarter.
  • Glassman Wealth Services's Franklin Managed Municipal Income Trust position peaked at $8.87K in Q4 2022.
  • 76 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2023.

Based on Glassman Wealth Services's 13F filing for Q1 2023, filed 4 May 2023.