JMPWA
PMM

JP Morgan Private Wealth Advisors’s Franklin Managed Municipal Income Trust PMM Stock Holding History

JP Morgan Private Wealth 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
2016
Q2 		– Sell
-10,200
Closed -$78K – 1305
2016
Q1 		$78K Buy
+10,200
New +$76.1K ﹤0.01% 1155

Other funds holding PMM

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PMM Position: Q2 2016 in Review

JP Morgan Private Wealth Advisors sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2016, closing a stake of 10,200 shares — an estimated $78K sold.

JP Morgan Private Wealth Advisors first reported a position in PMM in Q1 2016 and held it in 1 quarter. The position peaked at $78K in Q1 2016. 61 funds tracked by Wall St. Rank hold PMM as of Q2 2016.

  • JP Morgan Private Wealth Advisors reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,200 Franklin Managed Municipal Income Trust shares in Q2 2016, an estimated $78K.
  • JP Morgan Private Wealth Advisors first reported a position in Franklin Managed Municipal Income Trust in Q1 2016 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Franklin Managed Municipal Income Trust position peaked at $78K in Q1 2016.
  • 61 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.