Hayden Royal’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Hayden Royal’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
2021 Q3	–	Sell	-23,458	Closed	-$207K	–	166
2021 Q2	$207K	Hold	23,458	–	–	0.11%	183
2021 Q1	$192K	Hold	23,458	–	–	0.11%	187
2020 Q4	$190K	Hold	23,458	–	–	0.1%	209
2020 Q3	$180K	Hold	23,458	–	–	0.1%	189
2020 Q2	$173K	Hold	23,458	–	–	0.1%	151
2020 Q1	$170K	Buy	23,458 +7,100	+43%	+$55.5K	0.1%	203
2019 Q4	$135K	Buy	+16,358	New	+$130K	0.07%	210
2019 Q3	–	Sell	-16,358	Closed	-$127K	–	181
2019 Q2	$127K	Buy	+16,358	New	+$123K	0.14%	150
2019 Q1	–	Sell	-16,358	Closed	-$110K	–	189
2018 Q4	$110K	Buy	+16,358	New	+$111K	0.06%	197

Other funds holding PMM

RJA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

RJFSA

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hayden Royal's PMM Position: Q3 2021 in Review

Hayden Royal sold out of Franklin Managed Municipal Income Trust (PMM) in Q3 2021, closing a stake of 23,458 shares — an estimated $207K sold.

Hayden Royal first reported a position in PMM in Q4 2018 and held it in 9 quarters. The position peaked at $207K in Q2 2021. 70 funds tracked by Wall St. Rank hold PMM as of Q3 2021.

Hayden Royal reported no remaining Franklin Managed Municipal Income Trust position as of Q3 2021 after selling out during the quarter.
Hayden Royal sold 23,458 Franklin Managed Municipal Income Trust shares in Q3 2021, an estimated $207K.
Hayden Royal first reported a position in Franklin Managed Municipal Income Trust in Q4 2018 and held it in 9 quarters.
Hayden Royal's Franklin Managed Municipal Income Trust position peaked at $207K in Q2 2021.
70 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.