SS
PMM

Simplicity Solutions’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Simplicity Solutions’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
-12,100
Closed -$91K – 811
2019
Q1 		$91K Hold
12,100
– – 0.01% 728
2018
Q4 		$81K Buy
+12,100
New +$82.3K 0.01% 595

Other funds holding PMM

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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

Simplicity Solutions's PMM Position: Q2 2019 in Review

Simplicity Solutions sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2019, closing a stake of 12,100 shares — an estimated $91K sold.

Simplicity Solutions first reported a position in PMM in Q4 2018 and held it in 2 quarters. The position peaked at $91K in Q1 2019. 72 funds tracked by Wall St. Rank hold PMM as of Q2 2019.

  • Simplicity Solutions reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2019 after selling out during the quarter.
  • Simplicity Solutions sold 12,100 Franklin Managed Municipal Income Trust shares in Q2 2019, an estimated $91K.
  • Simplicity Solutions first reported a position in Franklin Managed Municipal Income Trust in Q4 2018 and held it in 2 quarters.
  • Simplicity Solutions's Franklin Managed Municipal Income Trust position peaked at $91K in Q1 2019.
  • 72 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.