IDA
PMM

Intelligence Driven Advisers’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Intelligence Driven Advisers’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
2019
Q4 		– Sell
-17,674
Closed -$138K – 92
2019
Q3 		$138K Buy
+17,674
New +$139K 0.07% 86

Other funds holding PMM

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RJA
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Intelligence Driven Advisers's PMM Position: Q4 2019 in Review

Intelligence Driven Advisers sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2019, closing a stake of 17,674 shares — an estimated $138K sold.

Intelligence Driven Advisers first reported a position in PMM in Q3 2019 and held it in 1 quarter. The position peaked at $138K in Q3 2019. 71 funds tracked by Wall St. Rank hold PMM as of Q4 2019.

  • Intelligence Driven Advisers reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2019 after selling out during the quarter.
  • Intelligence Driven Advisers sold 17,674 Franklin Managed Municipal Income Trust shares in Q4 2019, an estimated $138K.
  • Intelligence Driven Advisers first reported a position in Franklin Managed Municipal Income Trust in Q3 2019 and held it in 1 quarter.
  • Intelligence Driven Advisers's Franklin Managed Municipal Income Trust position peaked at $138K in Q3 2019.
  • 71 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2019.

Based on Intelligence Driven Advisers's 13F filing for Q4 2019, filed 4 Sep 2020.