Measured Wealth Private Client Group’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Measured Wealth Private Client 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	-28,750	Closed	-$225K	–	130
2019 Q3	$225K	Hold	28,750	–	–	0.15%	107
2019 Q2	$219K	Buy	+28,750	New	+$217K	0.13%	169

Other funds holding PMM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Measured Wealth Private Client Group's PMM Position: Q4 2019 in Review

Measured Wealth Private Client Group sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2019, closing a stake of 28,750 shares — an estimated $225K sold.

Measured Wealth Private Client Group first reported a position in PMM in Q2 2019 and held it in 2 quarters. The position peaked at $225K in Q3 2019. 71 funds tracked by Wall St. Rank hold PMM as of Q4 2019.

Measured Wealth Private Client Group reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2019 after selling out during the quarter.
Measured Wealth Private Client Group sold 28,750 Franklin Managed Municipal Income Trust shares in Q4 2019, an estimated $225K.
Measured Wealth Private Client Group first reported a position in Franklin Managed Municipal Income Trust in Q2 2019 and held it in 2 quarters.
Measured Wealth Private Client Group's Franklin Managed Municipal Income Trust position peaked at $225K in Q3 2019.
71 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2019, filed 15 Jan 2020.