OWM
PMM

Orgel Wealth Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Orgel Wealth Management’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
2016
Q2 		– Sell
-92,000
Closed -$704K – 24
2016
Q1 		$704K Hold
92,000
– – 0.44% 6
2015
Q4 		$677K Buy
+92,000
New +$667K 0.58% 8

Other funds holding PMM

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Orgel Wealth Management's PMM Position: Q2 2016 in Review

Orgel Wealth Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2016, closing a stake of 92,000 shares — an estimated $704K sold.

Orgel Wealth Management first reported a position in PMM in Q4 2015 and held it in 2 quarters. The position peaked at $704K in Q1 2016. 61 funds tracked by Wall St. Rank hold PMM as of Q2 2016.

  • Orgel Wealth Management reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2016 after selling out during the quarter.
  • Orgel Wealth Management sold 92,000 Franklin Managed Municipal Income Trust shares in Q2 2016, an estimated $704K.
  • Orgel Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q4 2015 and held it in 2 quarters.
  • Orgel Wealth Management's Franklin Managed Municipal Income Trust position peaked at $704K in Q1 2016.
  • 61 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2016.

Based on Orgel Wealth Management's 13F filing for Q2 2016, filed 15 Aug 2016.