IWM
PMM

IHT Wealth Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History

IHT Wealth Management’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
2024
Q4 		– Sell
-33,748
Closed -$220K – 1175
2024
Q3 		$220K Hold
33,748
– – 0.01% 1056
2024
Q2 		$209K Hold
33,748
– – 0.01% 943
2024
Q1 		$202K Hold
33,748
– – 0.01% 942
2023
Q4 		$205K Buy
33,748
+346
+1% +$1.94K 0.01% 899
2023
Q3 		$183K Buy
33,402
+311
+0.9% +$1.81K 0.01% 888
2023
Q2 		$202K Buy
33,091
+338
+1% +$2.02K 0.01% 884
2023
Q1 		$201K Buy
32,753
+363
+1% +$2.46K 0.01% 861
2022
Q4 		$203K Buy
32,390
+396
+1% +$2.4K 0.01% 811
2022
Q3 		$180K Buy
31,994
+353
+1% +$2.35K 0.01% 789
2022
Q2 		$209K Sell
31,641
-2,361
-7% -$15.6K 0.02% 654
2022
Q1 		$240K Sell
34,002
-1,147
-3% -$8.61K 0.02% 649
2021
Q4 		$308K Buy
35,149
+268
+0.8% +$2.28K 0.02% 596
2021
Q3 		$291K Buy
34,881
+18,127
+108% +$156K 0.02% 598
2021
Q2 		$147K Buy
16,754
+1,451
+9% +$12.3K 0.01% 897
2021
Q1 		$125K Buy
15,303
+4,046
+36% +$32.8K 0.01% 801
2020
Q4 		$91K Buy
+11,257
New +$87.9K 0.01% 720
2017
Q2 		– Sell
-591
Closed -$4K – 1456
2017
Q1 		$4K Hold
591
– – ﹤0.01% 995
2016
Q4 		$4K Buy
+591
New +$4.34K ﹤0.01% 954

Other funds holding PMM

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

IHT Wealth Management's PMM Position: Q4 2024 in Review

IHT Wealth Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2024, closing a stake of 33,748 shares — an estimated $220K sold.

IHT Wealth Management first reported a position in PMM in Q4 2016 and held it in 18 quarters. The position peaked at $308K in Q4 2021. 93 funds tracked by Wall St. Rank hold PMM as of Q4 2024.

  • IHT Wealth Management reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 33,748 Franklin Managed Municipal Income Trust shares in Q4 2024, an estimated $220K.
  • IHT Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q4 2016 and held it in 18 quarters.
  • IHT Wealth Management's Franklin Managed Municipal Income Trust position peaked at $308K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.