RBC
PMM

Romano Brothers & Co’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-1,557
Closed -$9.78K – 786
2022
Q4 		$9.78K Buy
+1,557
New +$9.45K ﹤0.01% 730

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 $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Romano Brothers & Co's PMM Position: Q1 2023 in Review

Romano Brothers & Co sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2023, closing a stake of 1,557 shares — an estimated $9.78K sold.

Romano Brothers & Co first reported a position in PMM in Q4 2022 and held it in 1 quarter. The position peaked at $9.78K in Q4 2022. 76 funds tracked by Wall St. Rank hold PMM as of Q1 2023.

  • Romano Brothers & Co reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 1,557 Franklin Managed Municipal Income Trust shares in Q1 2023, an estimated $9.78K.
  • Romano Brothers & Co first reported a position in Franklin Managed Municipal Income Trust in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Franklin Managed Municipal Income Trust position peaked at $9.78K in Q4 2022.
  • 76 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.