OIA
PMM

Optimum Investment Advisors’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Optimum Investment 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
2015
Q1 		$20K Hold
2,700
– – 0.01% 688
2014
Q4 		$20K Hold
2,700
– – 0.01% 717
2014
Q3 		$19K Hold
2,700
– – 0.01% 654
2014
Q2 		$19K Buy
+2,700
New +$19.3K 0.01% 672

Other funds holding PMM

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSA
Liberty Street Advisors New York $41.4M AUM 34.47% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Optimum Investment Advisors's PMM Position: Q1 2015 in Review

Optimum Investment Advisors held its Franklin Managed Municipal Income Trust (PMM) position steady in Q1 2015 at 2,700 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #688.

Optimum Investment Advisors first reported a position in PMM in Q2 2014 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold PMM as of Q1 2015.

  • Optimum Investment Advisors held 2,700 shares of Franklin Managed Municipal Income Trust worth $20K as of Q1 2015.
  • Optimum Investment Advisors left its Franklin Managed Municipal Income Trust share count unchanged in Q1 2015.
  • Franklin Managed Municipal Income Trust made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #688 holding.
  • Optimum Investment Advisors first reported a position in Franklin Managed Municipal Income Trust in Q2 2014 and has held it in 4 quarters since.
  • 66 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.