Ruedi Wealth Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Ruedi Wealth 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
2024 Q2	–	Sell	-7,164	Closed	-$42.9K	–	492
2024 Q1	$42.9K	Hold	7,164	–	–	0.02%	90
2023 Q4	$43.6K	Hold	7,164	–	–	0.02%	86
2023 Q3	$39.2K	Hold	7,164	–	–	0.02%	85
2023 Q2	$43.6K	Hold	7,164	–	–	0.03%	81
2023 Q1	$43.9K	Hold	7,164	–	–	0.03%	85
2022 Q4	$45K	Buy	+7,164	New	+$43.5K	0.03%	75

Other funds holding PMM

AAM

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

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

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

RCM

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

RJA

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

KIG

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

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

Ruedi Wealth Management's PMM Position: Q2 2024 in Review

Ruedi Wealth Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2024, closing a stake of 7,164 shares — an estimated $42.9K sold.

Ruedi Wealth Management first reported a position in PMM in Q4 2022 and held it in 6 quarters. The position peaked at $45K in Q4 2022. 83 funds tracked by Wall St. Rank hold PMM as of Q2 2024.

Ruedi Wealth Management reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2024 after selling out during the quarter.
Ruedi Wealth Management sold 7,164 Franklin Managed Municipal Income Trust shares in Q2 2024, an estimated $42.9K.
Ruedi Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q4 2022 and held it in 6 quarters.
Ruedi Wealth Management's Franklin Managed Municipal Income Trust position peaked at $45K in Q4 2022.
83 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2024.

Based on Ruedi Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.