KA
PMM

Klingman & Associates’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Klingman & Associates’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
Q4 		– Sell
-1,521
Closed -$12K – 258
2016
Q3 		$12K Hold
1,521
– – ﹤0.01% 287
2016
Q2 		$12K Hold
1,521
– – ﹤0.01% 294
2016
Q1 		$12K Hold
1,521
– – ﹤0.01% 292
2015
Q4 		$11K Buy
+1,521
New +$11K ﹤0.01% 300
2015
Q3 		– Sell
-1,521
Closed -$10.8K – 305
2015
Q2 		$11K Hold
1,521
– – ﹤0.01% 303
2015
Q1 		$11K Hold
1,521
– – ﹤0.01% 274
2014
Q4 		$11K Buy
+1,521
New +$10.9K ﹤0.01% 280

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Klingman & Associates's PMM Position: Q4 2016 in Review

Klingman & Associates sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2016, closing a stake of 1,521 shares — an estimated $12K sold.

Klingman & Associates first reported a position in PMM in Q4 2014 and held it in 7 quarters. The position peaked at $12K in Q3 2016. 66 funds tracked by Wall St. Rank hold PMM as of Q4 2016.

  • Klingman & Associates reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 1,521 Franklin Managed Municipal Income Trust shares in Q4 2016, an estimated $12K.
  • Klingman & Associates first reported a position in Franklin Managed Municipal Income Trust in Q4 2014 and held it in 7 quarters.
  • Klingman & Associates's Franklin Managed Municipal Income Trust position peaked at $12K in Q3 2016.
  • 66 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.