Newman Dignan & Sheerar Inc’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Newman Dignan & Sheerar Inc’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
2018 Q4	–	Sell	-38,449	Closed	-$256K	–	147
2018 Q3	$256K	Buy	38,449 +623	+2%	+$4.42K	0.11%	134
2018 Q2	$268K	Buy	37,826 +338	+0.9%	+$2.38K	0.02%	137
2018 Q1	$265K	Buy	37,488 +661	+2%	+$4.73K	0.13%	138
2017 Q4	$273K	Buy	36,827 +476	+1%	+$3.56K	0.14%	141
2017 Q3	$275K	Buy	36,351 +479	+1%	+$3.63K	0.15%	134
2017 Q2	$269K	Buy	35,872 +487	+1%	+$3.63K	0.15%	134
2017 Q1	$257K	Buy	+35,385	New	+$258K	0.11%	133

Other funds holding PMM

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

RJA

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Newman Dignan & Sheerar Inc's PMM Position: Q4 2018 in Review

Newman Dignan & Sheerar Inc sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2018, closing a stake of 38,449 shares — an estimated $256K sold.

Newman Dignan & Sheerar Inc first reported a position in PMM in Q1 2017 and held it in 7 quarters. The position peaked at $275K in Q3 2017. 75 funds tracked by Wall St. Rank hold PMM as of Q4 2018.

Newman Dignan & Sheerar Inc reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 38,449 Franklin Managed Municipal Income Trust shares in Q4 2018, an estimated $256K.
Newman Dignan & Sheerar Inc first reported a position in Franklin Managed Municipal Income Trust in Q1 2017 and held it in 7 quarters.
Newman Dignan & Sheerar Inc's Franklin Managed Municipal Income Trust position peaked at $275K in Q3 2017.
75 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2018.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q4 2018, filed 24 Jan 2019.