PFA
PMM

Pathway Financial Advisers’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Pathway Financial Advisers’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
-429
Closed -$2.63K – 490
2023
Q4 		$2.61K Hold
429
– – ﹤0.01% 440
2023
Q3 		$2.35K Buy
+429
New +$2.5K ﹤0.01% 451
2023
Q1 		$4.53K Hold
739
– – ﹤0.01% 447
2022
Q4 		$4.64K Buy
+739
New +$4.48K ﹤0.01% 490

Other funds holding PMM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pathway Financial Advisers's PMM Position: Q1 2024 in Review

Pathway Financial Advisers sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2024, closing a stake of 429 shares — an estimated $2.63K sold.

Pathway Financial Advisers first reported a position in PMM in Q4 2022 and held it in 4 quarters. The position peaked at $4.64K in Q4 2022. 94 funds tracked by Wall St. Rank hold PMM as of Q1 2024.

  • Pathway Financial Advisers reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2024 after selling out during the quarter.
  • Pathway Financial Advisers sold 429 Franklin Managed Municipal Income Trust shares in Q1 2024, an estimated $2.63K.
  • Pathway Financial Advisers first reported a position in Franklin Managed Municipal Income Trust in Q4 2022 and held it in 4 quarters.
  • Pathway Financial Advisers's Franklin Managed Municipal Income Trust position peaked at $4.64K in Q4 2022.
  • 94 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2024.

Based on Pathway Financial Advisers's 13F filing for Q1 2024, filed 29 May 2024.