NFG
PMM

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

Next Financial 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
2017
Q1 		– Sell
-7,300
Closed -$52K – 2183
2016
Q4 		$52K Buy
+7,300
New +$53.6K 0.01% 948

Other funds holding PMM

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Next Financial Group's PMM Position: Q1 2017 in Review

Next Financial Group sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2017, closing a stake of 7,300 shares — an estimated $52K sold.

Next Financial Group first reported a position in PMM in Q4 2016 and held it in 1 quarter. The position peaked at $52K in Q4 2016. 65 funds tracked by Wall St. Rank hold PMM as of Q1 2017.

  • Next Financial Group reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 7,300 Franklin Managed Municipal Income Trust shares in Q1 2017, an estimated $52K.
  • Next Financial Group first reported a position in Franklin Managed Municipal Income Trust in Q4 2016 and held it in 1 quarter.
  • Next Financial Group's Franklin Managed Municipal Income Trust position peaked at $52K in Q4 2016.
  • 65 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.