PMFA
PMM

Plante Moran Financial Advisors’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Plante Moran Financial Advisors’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
2021
Q3 		– Sell
-1,200
Closed -$11K – 1000
2021
Q2 		$11K Buy
+1,200
New +$10.2K ﹤0.01% 669
2013
Q4 		– Sell
-8,502
Closed -$58K – 706
2013
Q3 		$58K Hold
8,502
– – 0.04% 177
2013
Q2 		$61K Buy
+8,502
New +$65.3K 0.05% 153

Other funds holding PMM

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Plante Moran Financial Advisors's PMM Position: Q3 2021 in Review

Plante Moran Financial Advisors sold out of Franklin Managed Municipal Income Trust (PMM) in Q3 2021, closing a stake of 1,200 shares — an estimated $11K sold.

Plante Moran Financial Advisors first reported a position in PMM in Q2 2013 and held it in 3 quarters. The position peaked at $61K in Q2 2013. 70 funds tracked by Wall St. Rank hold PMM as of Q3 2021.

  • Plante Moran Financial Advisors reported no remaining Franklin Managed Municipal Income Trust position as of Q3 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,200 Franklin Managed Municipal Income Trust shares in Q3 2021, an estimated $11K.
  • Plante Moran Financial Advisors first reported a position in Franklin Managed Municipal Income Trust in Q2 2013 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Franklin Managed Municipal Income Trust position peaked at $61K in Q2 2013.
  • 70 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q3 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.