PAS
PMM

Partnervest Advisory Services’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Partnervest Advisory Services’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
2019
Q4 		– Sell
-15,352
Closed -$120K – 270
2019
Q3 		$120K Buy
+15,352
New +$121K 0.04% 241

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RCM
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UBS Group
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Bank of America
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AG
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RJFSA
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Partnervest Advisory Services's PMM Position: Q4 2019 in Review

Partnervest Advisory Services sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2019, closing a stake of 15,352 shares — an estimated $120K sold.

Partnervest Advisory Services first reported a position in PMM in Q3 2019 and held it in 1 quarter. The position peaked at $120K in Q3 2019. 71 funds tracked by Wall St. Rank hold PMM as of Q4 2019.

  • Partnervest Advisory Services reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2019 after selling out during the quarter.
  • Partnervest Advisory Services sold 15,352 Franklin Managed Municipal Income Trust shares in Q4 2019, an estimated $120K.
  • Partnervest Advisory Services first reported a position in Franklin Managed Municipal Income Trust in Q3 2019 and held it in 1 quarter.
  • Partnervest Advisory Services's Franklin Managed Municipal Income Trust position peaked at $120K in Q3 2019.
  • 71 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2019.

Based on Partnervest Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.