IFP Advisors’s Franklin Managed Municipal Income Trust PMM Stock Holding History

IFP Advisors’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
2018 Q3	–	Sell	-20,850	Closed	-$148K	–	3976
2018 Q2	$148K	Buy	20,850 +16,850	+421%	+$119K	0.01%	1249
2018 Q1	$30K	Hold	4,000	–	–	﹤0.01%	2137
2017 Q4	$30K	Sell	4,000 -12,463	-76%	-$93.3K	﹤0.01%	2163
2017 Q3	$124K	Hold	16,463	–	–	﹤0.01%	1426
2017 Q2	$124K	Hold	16,463	–	–	0.01%	1410
2017 Q1	$120K	Hold	16,463	–	–	0.01%	1393
2016 Q4	$116K	Sell	16,463 -13,200	-44%	-$97K	0.01%	1361
2016 Q3	$236K	Hold	29,663	–	–	0.01%	924
2016 Q2	$238K	Buy	+29,663	New	+$233K	0.01%	892
2016 Q1	–	Sell	-16,463	Closed	-$121K	–	3151
2015 Q4	$121K	Buy	+16,463	New	+$119K	0.01%	1067

Other funds holding PMM

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFP Advisors's PMM Position: Q3 2018 in Review

IFP Advisors sold out of Franklin Managed Municipal Income Trust (PMM) in Q3 2018, closing a stake of 20,850 shares — an estimated $148K sold.

IFP Advisors first reported a position in PMM in Q4 2015 and held it in 10 quarters. The position peaked at $238K in Q2 2016. 78 funds tracked by Wall St. Rank hold PMM as of Q3 2018.

IFP Advisors reported no remaining Franklin Managed Municipal Income Trust position as of Q3 2018 after selling out during the quarter.
IFP Advisors sold 20,850 Franklin Managed Municipal Income Trust shares in Q3 2018, an estimated $148K.
IFP Advisors first reported a position in Franklin Managed Municipal Income Trust in Q4 2015 and held it in 10 quarters.
IFP Advisors's Franklin Managed Municipal Income Trust position peaked at $238K in Q2 2016.
78 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.