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Parkside Investments’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Parkside Investments’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
Q1 		– Sell
-15,000
Closed -$91.2K – 102
2023
Q4 		$91.2K Hold
15,000
– – 0.02% 96
2023
Q3 		$82K Buy
+15,000
New +$87.5K 0.02% 87

Other funds holding PMM

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Parkside Investments's PMM Position: Q1 2024 in Review

Parkside Investments sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2024, closing a stake of 15,000 shares — an estimated $91.2K sold.

Parkside Investments first reported a position in PMM in Q3 2023 and held it in 2 quarters. The position peaked at $91.2K in Q4 2023. 94 funds tracked by Wall St. Rank hold PMM as of Q1 2024.

  • Parkside Investments reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2024 after selling out during the quarter.
  • Parkside Investments sold 15,000 Franklin Managed Municipal Income Trust shares in Q1 2024, an estimated $91.2K.
  • Parkside Investments first reported a position in Franklin Managed Municipal Income Trust in Q3 2023 and held it in 2 quarters.
  • Parkside Investments's Franklin Managed Municipal Income Trust position peaked at $91.2K in Q4 2023.
  • 94 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2024.

Based on Parkside Investments's 13F filing for Q1 2024, filed 12 Apr 2024.