LFG
PMM

Larson Financial Group’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Larson Financial Group’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
-10
Closed – – 645
2019
Q3 		$0 Hold
10
– – ﹤0.01% 607
2019
Q2 		$0 Hold
10
– – ﹤0.01% 556
2019
Q1 		$0 Buy
+10
New +$72 ﹤0.01% 534

Other funds holding PMM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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

Larson Financial Group's PMM Position: Q4 2019 in Review

Larson Financial Group sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2019, closing a stake of 10 shares.

Larson Financial Group first reported a position in PMM in Q1 2019 and held it in 3 quarters. The position peaked at $0 in Q3 2019. 71 funds tracked by Wall St. Rank hold PMM as of Q4 2019.

  • Larson Financial Group reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2019 after selling out during the quarter.
  • Larson Financial Group sold 10 Franklin Managed Municipal Income Trust shares in Q4 2019.
  • Larson Financial Group first reported a position in Franklin Managed Municipal Income Trust in Q1 2019 and held it in 3 quarters.
  • Larson Financial Group's Franklin Managed Municipal Income Trust position peaked at $0 in Q3 2019.
  • 71 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2019.

Based on Larson Financial Group's 13F filing for Q4 2019, filed 10 Jan 2020.