NFSG
PMM

Newbridge Financial Services Group’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Newbridge Financial Services 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
2021
Q3 		– Sell
-1,784
Closed -$16K – 1567
2021
Q2 		$16K Hold
1,784
– – 0.01% 846
2021
Q1 		$15K Hold
1,784
– – 0.01% 770
2020
Q4 		$14K Hold
1,784
– – 0.01% 634
2020
Q3 		$14K Buy
+1,784
New +$13.8K 0.01% 591

Other funds holding PMM

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Newbridge Financial Services Group's PMM Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Franklin Managed Municipal Income Trust (PMM) in Q3 2021, closing a stake of 1,784 shares — an estimated $16K sold.

Newbridge Financial Services Group first reported a position in PMM in Q3 2020 and held it in 4 quarters. The position peaked at $16K in Q2 2021. 70 funds tracked by Wall St. Rank hold PMM as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Franklin Managed Municipal Income Trust position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,784 Franklin Managed Municipal Income Trust shares in Q3 2021, an estimated $16K.
  • Newbridge Financial Services Group first reported a position in Franklin Managed Municipal Income Trust in Q3 2020 and held it in 4 quarters.
  • Newbridge Financial Services Group's Franklin Managed Municipal Income Trust position peaked at $16K in Q2 2021.
  • 70 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.