OP
PMM

ORG Partners’s Franklin Managed Municipal Income Trust PMM Stock Holding History

ORG Partners’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
Q3 		– Sell
-2,749
Closed -$16.9K – 1322
2024
Q2 		$16.9K Hold
2,749
– – ﹤0.01% 1132
2024
Q1 		$16.5K Buy
+2,749
New +$16.9K 0.03% 239

Other funds holding PMM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

ORG Partners's PMM Position: Q3 2024 in Review

ORG Partners sold out of Franklin Managed Municipal Income Trust (PMM) in Q3 2024, closing a stake of 2,749 shares — an estimated $16.9K sold.

ORG Partners first reported a position in PMM in Q1 2024 and held it in 2 quarters. The position peaked at $16.9K in Q2 2024. 92 funds tracked by Wall St. Rank hold PMM as of Q3 2024.

  • ORG Partners reported no remaining Franklin Managed Municipal Income Trust position as of Q3 2024 after selling out during the quarter.
  • ORG Partners sold 2,749 Franklin Managed Municipal Income Trust shares in Q3 2024, an estimated $16.9K.
  • ORG Partners first reported a position in Franklin Managed Municipal Income Trust in Q1 2024 and held it in 2 quarters.
  • ORG Partners's Franklin Managed Municipal Income Trust position peaked at $16.9K in Q2 2024.
  • 92 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.