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

Pinnacle Summer 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
2015 Q4	$40K	Hold	5,496	–	–	0.01%	374
2015 Q3	$39K	Hold	5,496	–	–	0.01%	523
2015 Q2	$39K	Hold	5,496	–	–	0.01%	343
2015 Q1	$41K	Hold	5,496	–	–	0.01%	542
2014 Q4	$41K	Hold	5,496	–	–	0.01%	544
2014 Q3	$39K	Buy	+5,496	New	+$38.6K	﹤0.01%	566

Other funds holding PMM

PPA

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

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

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

RCM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

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

Pinnacle Summer Investments's PMM Position: Q4 2015 in Review

Pinnacle Summer Investments held its Franklin Managed Municipal Income Trust (PMM) position steady in Q4 2015 at 5,496 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #374.

Pinnacle Summer Investments first reported a position in PMM in Q3 2014 and has held it in 6 quarters since. The position peaked at $41K in Q1 2015. 67 funds tracked by Wall St. Rank hold PMM as of Q4 2015.

Pinnacle Summer Investments held 5,496 shares of Franklin Managed Municipal Income Trust worth $40K as of Q4 2015.
Pinnacle Summer Investments left its Franklin Managed Municipal Income Trust share count unchanged in Q4 2015.
Franklin Managed Municipal Income Trust made up 0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #374 holding.
Pinnacle Summer Investments first reported a position in Franklin Managed Municipal Income Trust in Q3 2014 and has held it in 6 quarters since.
Pinnacle Summer Investments's Franklin Managed Municipal Income Trust position peaked at $41K in Q1 2015.
67 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.