Sowell Financial Services’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-11,147	Closed	-$95K	–	2121
2021 Q1	$95K	Hold	11,147	–	–	﹤0.01%	1389
2020 Q4	$90K	Hold	11,147	–	–	﹤0.01%	1192
2020 Q3	$85K	Hold	11,147	–	–	﹤0.01%	1031
2020 Q2	$82K	Buy	11,147 +1,747	+19%	+$12.4K	﹤0.01%	1021
2020 Q1	$68K	Hold	9,400	–	–	0.01%	951
2019 Q4	$75K	Hold	9,400	–	–	0.01%	994
2019 Q3	$74K	Buy	+9,400	New	+$74.2K	0.01%	904
2018 Q4	–	Sell	-19,400	Closed	-$134K	–	518
2018 Q3	$134K	Hold	19,400	–	–	0.02%	349
2018 Q2	$140K	Hold	19,400	–	–	0.03%	278
2018 Q1	$137K	Hold	19,400	–	–	0.03%	260
2017 Q4	$142K	Hold	19,400	–	–	0.03%	250
2017 Q3	$145K	Hold	19,400	–	–	0.04%	246
2017 Q2	$147K	Hold	19,400	–	–	0.04%	245
2017 Q1	$145K	Hold	19,400	–	–	0.04%	245
2016 Q4	$143K	Buy	+19,400	New	+$142K	0.05%	228

Other funds holding PMM

RJA

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Sowell Financial Services's PMM Position: Q2 2021 in Review

Sowell Financial Services sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2021, closing a stake of 11,147 shares — an estimated $95K sold.

Sowell Financial Services first reported a position in PMM in Q4 2016 and held it in 15 quarters. The position peaked at $147K in Q2 2017. 71 funds tracked by Wall St. Rank hold PMM as of Q2 2021.

Sowell Financial Services reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 11,147 Franklin Managed Municipal Income Trust shares in Q2 2021, an estimated $95K.
Sowell Financial Services first reported a position in Franklin Managed Municipal Income Trust in Q4 2016 and held it in 15 quarters.
Sowell Financial Services's Franklin Managed Municipal Income Trust position peaked at $147K in Q2 2017.
71 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.