LP
PMM

Lloyd Park’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Lloyd Park’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
2022
Q3 		$154K Buy
27,158
+153
+0.6% +$1.02K 0.19% 73
2022
Q2 		$180K Buy
+27,005
New +$178K 0.19% 72
2022
Q1 		– Sell
-30,730
Closed -$270K – 93
2021
Q4 		$270K Buy
+30,730
New +$262K 0.15% 97

Other funds holding PMM

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lloyd Park's PMM Position: Q3 2022 in Review

Lloyd Park increased its Franklin Managed Municipal Income Trust (PMM) stake by 0.57% in Q3 2022, buying an estimated $1.02K and bringing the position to 27,158 shares worth $154K. The position accounts for 0.19% of the portfolio, ranked #73.

Lloyd Park first reported a position in PMM in Q4 2021 and has held it in 3 quarters since. The position peaked at $270K in Q4 2021. 73 funds tracked by Wall St. Rank hold PMM as of Q3 2022.

  • Lloyd Park held 27,158 shares of Franklin Managed Municipal Income Trust worth $154K as of Q3 2022.
  • Lloyd Park bought 153 Franklin Managed Municipal Income Trust shares in Q3 2022, an estimated $1.02K.
  • Franklin Managed Municipal Income Trust made up 0.19% of Lloyd Park's portfolio in Q3 2022, its #73 holding.
  • Lloyd Park first reported a position in Franklin Managed Municipal Income Trust in Q4 2021 and has held it in 3 quarters since.
  • Lloyd Park's Franklin Managed Municipal Income Trust position peaked at $270K in Q4 2021.
  • 73 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q3 2022.

Based on Lloyd Park's 13F filing for Q3 2022, filed 14 Nov 2022.