GRP
PMM

Global Retirement Partners’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Global Retirement Partners’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
-401
Closed -$2.52K – 3307
2022
Q4 		$2.52K Buy
+401
New +$2.43K ﹤0.01% 2272

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KMWM
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KIG
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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

Global Retirement Partners's PMM Position: Q1 2023 in Review

Global Retirement Partners sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2023, closing a stake of 401 shares — an estimated $2.52K sold.

Global Retirement Partners first reported a position in PMM in Q4 2022 and held it in 1 quarter. The position peaked at $2.52K in Q4 2022. 76 funds tracked by Wall St. Rank hold PMM as of Q1 2023.

  • Global Retirement Partners reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2023 after selling out during the quarter.
  • Global Retirement Partners sold 401 Franklin Managed Municipal Income Trust shares in Q1 2023, an estimated $2.52K.
  • Global Retirement Partners first reported a position in Franklin Managed Municipal Income Trust in Q4 2022 and held it in 1 quarter.
  • Global Retirement Partners's Franklin Managed Municipal Income Trust position peaked at $2.52K in Q4 2022.
  • 76 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.