Mid Atlantic Financial Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Mid Atlantic Financial 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
2021 Q2	–	Sell	-10,600	Closed	-$86K	–	952
2021 Q1	$86K	Buy	10,600 +100	+1%	+$811	0.01%	833
2020 Q4	$85K	Buy	10,500 +200	+2%	+$1.56K	0.01%	776
2020 Q3	$81K	Buy	+10,300	New	+$79.9K	0.01%	725

Other funds holding PMM

RJA

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Mid Atlantic Financial Management's PMM Position: Q2 2021 in Review

Mid Atlantic Financial Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2021, closing a stake of 10,600 shares — an estimated $86K sold.

Mid Atlantic Financial Management first reported a position in PMM in Q3 2020 and held it in 3 quarters. The position peaked at $86K in Q1 2021. 71 funds tracked by Wall St. Rank hold PMM as of Q2 2021.

Mid Atlantic Financial Management reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2021 after selling out during the quarter.
Mid Atlantic Financial Management sold 10,600 Franklin Managed Municipal Income Trust shares in Q2 2021, an estimated $86K.
Mid Atlantic Financial Management first reported a position in Franklin Managed Municipal Income Trust in Q3 2020 and held it in 3 quarters.
Mid Atlantic Financial Management's Franklin Managed Municipal Income Trust position peaked at $86K in Q1 2021.
71 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q2 2021, filed 10 Aug 2021.