OFG
PMM

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

OTA 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
2016
Q3 		– Sell
-38,331
Closed -$308K – 77
2016
Q2 		$308K Buy
+38,331
New +$301K 0.24% 50

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OTA Financial Group's PMM Position: Q3 2016 in Review

OTA Financial Group sold out of Franklin Managed Municipal Income Trust (PMM) in Q3 2016, closing a stake of 38,331 shares — an estimated $308K sold.

OTA Financial Group first reported a position in PMM in Q2 2016 and held it in 1 quarter. The position peaked at $308K in Q2 2016. 58 funds tracked by Wall St. Rank hold PMM as of Q3 2016.

  • OTA Financial Group reported no remaining Franklin Managed Municipal Income Trust position as of Q3 2016 after selling out during the quarter.
  • OTA Financial Group sold 38,331 Franklin Managed Municipal Income Trust shares in Q3 2016, an estimated $308K.
  • OTA Financial Group first reported a position in Franklin Managed Municipal Income Trust in Q2 2016 and held it in 1 quarter.
  • OTA Financial Group's Franklin Managed Municipal Income Trust position peaked at $308K in Q2 2016.
  • 58 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q3 2016.

Based on OTA Financial Group's 13F filing for Q3 2016, filed 27 Oct 2016.