Peak Asset Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Peak Asset Management’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
2018 Q2	–	Sell	-51,150	Closed	-$365K	–	132
2018 Q1	$365K	Hold	51,150	–	–	0.13%	89
2017 Q4	$379K	Buy	51,150 +650	+1%	+$4.87K	0.14%	91
2017 Q3	$382K	Hold	50,500	–	–	0.14%	102
2017 Q2	$379K	Hold	50,500	–	–	0.14%	101
2017 Q1	$367K	Hold	50,500	–	–	0.14%	104
2016 Q4	$357K	Buy	50,500 +17,728	+54%	+$130K	0.14%	104
2016 Q3	$261K	Hold	32,772	–	–	0.11%	116
2016 Q2	$263K	Hold	32,772	–	–	0.12%	115
2016 Q1	$251K	Hold	32,772	–	–	0.12%	112
2015 Q4	$241K	Hold	32,772	–	–	0.12%	105
2015 Q3	$234K	Hold	32,772	–	–	0.12%	103
2015 Q2	$232K	Hold	32,772	–	–	0.12%	108
2015 Q1	$242K	Buy	+32,772	New	+$240K	0.12%	103

Other funds holding PMM

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Peak Asset Management's PMM Position: Q2 2018 in Review

Peak Asset Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2018, closing a stake of 51,150 shares — an estimated $365K sold.

Peak Asset Management first reported a position in PMM in Q1 2015 and held it in 13 quarters. The position peaked at $382K in Q3 2017. 76 funds tracked by Wall St. Rank hold PMM as of Q2 2018.

Peak Asset Management reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2018 after selling out during the quarter.
Peak Asset Management sold 51,150 Franklin Managed Municipal Income Trust shares in Q2 2018, an estimated $365K.
Peak Asset Management first reported a position in Franklin Managed Municipal Income Trust in Q1 2015 and held it in 13 quarters.
Peak Asset Management's Franklin Managed Municipal Income Trust position peaked at $382K in Q3 2017.
76 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2018.

Based on Peak Asset Management's 13F filing for Q2 2018, filed 14 Aug 2018.