IAA
PMM

Independent Advisor Alliance’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-46,997
Closed -$376K – 730
2019
Q4 		$376K Buy
+46,997
New +$374K 0.02% 611

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Independent Advisor Alliance's PMM Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2020, closing a stake of 46,997 shares — an estimated $376K sold.

Independent Advisor Alliance first reported a position in PMM in Q4 2019 and held it in 1 quarter. The position peaked at $376K in Q4 2019. 73 funds tracked by Wall St. Rank hold PMM as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 46,997 Franklin Managed Municipal Income Trust shares in Q1 2020, an estimated $376K.
  • Independent Advisor Alliance first reported a position in Franklin Managed Municipal Income Trust in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Franklin Managed Municipal Income Trust position peaked at $376K in Q4 2019.
  • 73 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.