GVAG
PMM

Great Valley Advisor Group’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Great Valley Advisor Group’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
Q2 		– Sell
-10,523
Closed -$64.5K – 733
2023
Q1 		$64.5K Hold
10,523
– – ﹤0.01% 682
2022
Q4 		$66.1K Buy
+10,523
New +$63.9K ﹤0.01% 673

Other funds holding PMM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Great Valley Advisor Group's PMM Position: Q2 2023 in Review

Great Valley Advisor Group sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2023, closing a stake of 10,523 shares — an estimated $64.5K sold.

Great Valley Advisor Group first reported a position in PMM in Q4 2022 and held it in 2 quarters. The position peaked at $66.1K in Q4 2022. 81 funds tracked by Wall St. Rank hold PMM as of Q2 2023.

  • Great Valley Advisor Group reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2023 after selling out during the quarter.
  • Great Valley Advisor Group sold 10,523 Franklin Managed Municipal Income Trust shares in Q2 2023, an estimated $64.5K.
  • Great Valley Advisor Group first reported a position in Franklin Managed Municipal Income Trust in Q4 2022 and held it in 2 quarters.
  • Great Valley Advisor Group's Franklin Managed Municipal Income Trust position peaked at $66.1K in Q4 2022.
  • 81 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2023.

Based on Great Valley Advisor Group's 13F filing for Q2 2023, filed 10 Aug 2023.