NFA
PMM

Northwest Financial Advisors’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-1,247
Closed -$8.12K – 414
2024
Q3 		$8.12K Buy
+1,247
New +$7.91K 0.01% 417
2024
Q1 		– Sell
-1,247
Closed -$7.58K – 396
2023
Q4 		$7.58K Buy
+1,247
New +$6.99K 0.01% 406

Other funds holding PMM

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

Northwest Financial Advisors's PMM Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2024, closing a stake of 1,247 shares — an estimated $8.12K sold.

Northwest Financial Advisors first reported a position in PMM in Q4 2023 and held it in 2 quarters. The position peaked at $8.12K in Q3 2024. 93 funds tracked by Wall St. Rank hold PMM as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,247 Franklin Managed Municipal Income Trust shares in Q4 2024, an estimated $8.12K.
  • Northwest Financial Advisors first reported a position in Franklin Managed Municipal Income Trust in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Franklin Managed Municipal Income Trust position peaked at $8.12K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.