RIA
PMM

Realta Investment Advisors’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Realta Investment 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
2019
Q2 		– Sell
-2,400
Closed -$18K – 1788
2019
Q1 		$18K Buy
+2,400
New +$17.4K 0.01% 782

Other funds holding PMM

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Realta Investment Advisors's PMM Position: Q2 2019 in Review

Realta Investment Advisors sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2019, closing a stake of 2,400 shares — an estimated $18K sold.

Realta Investment Advisors first reported a position in PMM in Q1 2019 and held it in 1 quarter. The position peaked at $18K in Q1 2019. 72 funds tracked by Wall St. Rank hold PMM as of Q2 2019.

  • Realta Investment Advisors reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 2,400 Franklin Managed Municipal Income Trust shares in Q2 2019, an estimated $18K.
  • Realta Investment Advisors first reported a position in Franklin Managed Municipal Income Trust in Q1 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Franklin Managed Municipal Income Trust position peaked at $18K in Q1 2019.
  • 72 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2019.

Based on Realta Investment Advisors's 13F filing for Q2 2019, filed 1 Aug 2019.