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

Paloma 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
2013
Q4 		– Sell
-21,200
Closed -$145K – 1157
2013
Q3 		$145K Buy
21,200
+7,200
+51% +$48.7K 0.01% 787
2013
Q2 		$100K Buy
+14,000
New +$107K 0.01% 1064

Other funds holding PMM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

Paloma Partners's PMM Position: Q4 2013 in Review

Paloma Partners sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2013, closing a stake of 21,200 shares — an estimated $145K sold.

Paloma Partners first reported a position in PMM in Q2 2013 and held it in 2 quarters. The position peaked at $145K in Q3 2013. 66 funds tracked by Wall St. Rank hold PMM as of Q4 2013.

  • Paloma Partners reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2013 after selling out during the quarter.
  • Paloma Partners sold 21,200 Franklin Managed Municipal Income Trust shares in Q4 2013, an estimated $145K.
  • Paloma Partners first reported a position in Franklin Managed Municipal Income Trust in Q2 2013 and held it in 2 quarters.
  • Paloma Partners's Franklin Managed Municipal Income Trust position peaked at $145K in Q3 2013.
  • 66 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2013.

Based on Paloma Partners's 13F filing for Q4 2013, filed 14 Feb 2014.