Merriman Wealth Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Merriman Wealth Management’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
2020 Q2	–	Sell	-25,140	Closed	-$181K	–	178
2020 Q1	$181K	Sell	25,140 -877	-3%	-$6.86K	0.04%	145
2019 Q4	$208K	Hold	26,017	–	–	0.04%	169
2019 Q3	$204K	Hold	26,017	–	–	0.04%	165
2019 Q2	$201K	Hold	26,017	–	–	0.04%	179
2019 Q1	$195K	Buy	+26,017	New	+$188K	0.04%	193

Other funds holding PMM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Merriman Wealth Management's PMM Position: Q2 2020 in Review

Merriman Wealth Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2020, closing a stake of 25,140 shares — an estimated $181K sold.

Merriman Wealth Management first reported a position in PMM in Q1 2019 and held it in 5 quarters. The position peaked at $208K in Q4 2019. 64 funds tracked by Wall St. Rank hold PMM as of Q2 2020.

Merriman Wealth Management reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2020 after selling out during the quarter.
Merriman Wealth Management sold 25,140 Franklin Managed Municipal Income Trust shares in Q2 2020, an estimated $181K.
Merriman Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q1 2019 and held it in 5 quarters.
Merriman Wealth Management's Franklin Managed Municipal Income Trust position peaked at $208K in Q4 2019.
64 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2020.

Based on Merriman Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.