MA
PMM

Montag & Associates’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Montag & Associates’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
Q1 		– Sell
-935
Closed -$8K – 885
2020
Q4 		$8K Buy
+935
New +$7.3K ﹤0.01% 720

Other funds holding PMM

Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Montag & Associates's PMM Position: Q1 2021 in Review

Montag & Associates sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2021, closing a stake of 935 shares — an estimated $8K sold.

Montag & Associates first reported a position in PMM in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 75 funds tracked by Wall St. Rank hold PMM as of Q1 2021.

  • Montag & Associates reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2021 after selling out during the quarter.
  • Montag & Associates sold 935 Franklin Managed Municipal Income Trust shares in Q1 2021, an estimated $8K.
  • Montag & Associates first reported a position in Franklin Managed Municipal Income Trust in Q4 2020 and held it in 1 quarter.
  • Montag & Associates's Franklin Managed Municipal Income Trust position peaked at $8K in Q4 2020.
  • 75 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2021.

Based on Montag & Associates's 13F filing for Q1 2021, filed 14 May 2021.