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

SeaCrest 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
2019 Q2	–	Sell	-2,733	Closed	-$20K	–	1496
2019 Q1	$20K	Hold	2,733	–	–	﹤0.01%	1291
2018 Q4	$18K	Hold	2,733	–	–	﹤0.01%	1279
2018 Q3	$19K	Hold	2,733	–	–	﹤0.01%	1398
2018 Q2	$19K	Hold	2,733	–	–	﹤0.01%	1385
2018 Q1	$20K	Sell	2,733 -10,313	-79%	-$73.8K	﹤0.01%	1333
2017 Q4	$97K	Buy	+13,046	New	+$97.6K	0.02%	727

Other funds holding PMM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

RJA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SeaCrest Wealth Management's PMM Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2019, closing a stake of 2,733 shares — an estimated $20K sold.

SeaCrest Wealth Management first reported a position in PMM in Q4 2017 and held it in 6 quarters. The position peaked at $97K in Q4 2017. 72 funds tracked by Wall St. Rank hold PMM as of Q2 2019.

SeaCrest Wealth Management reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 2,733 Franklin Managed Municipal Income Trust shares in Q2 2019, an estimated $20K.
SeaCrest Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Franklin Managed Municipal Income Trust position peaked at $97K in Q4 2017.
72 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.