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Kanaly Trust’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Kanaly Trust’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
2014
Q1 		– Sell
-3,200
Closed -$21K – 704
2013
Q4 		$21K Buy
+3,200
New +$21.3K ﹤0.01% 370

Other funds holding PMM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

Kanaly Trust's PMM Position: Q1 2014 in Review

Kanaly Trust sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2014, closing a stake of 3,200 shares — an estimated $21K sold.

Kanaly Trust first reported a position in PMM in Q4 2013 and held it in 1 quarter. The position peaked at $21K in Q4 2013. 55 funds tracked by Wall St. Rank hold PMM as of Q1 2014.

  • Kanaly Trust reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2014 after selling out during the quarter.
  • Kanaly Trust sold 3,200 Franklin Managed Municipal Income Trust shares in Q1 2014, an estimated $21K.
  • Kanaly Trust first reported a position in Franklin Managed Municipal Income Trust in Q4 2013 and held it in 1 quarter.
  • Kanaly Trust's Franklin Managed Municipal Income Trust position peaked at $21K in Q4 2013.
  • 55 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2014.

Based on Kanaly Trust's 13F filing for Q1 2014, filed 1 May 2014.