TWA
PMM

TCI Wealth Advisors’s Franklin Managed Municipal Income Trust PMM Stock Holding History

TCI Wealth Advisors’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
2017
Q1 		– Sell
-15,000
Closed -$106K – 1364
2016
Q4 		$106K Buy
+15,000
New +$110K 0.06% 216

Other funds holding PMM

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

TCI Wealth Advisors's PMM Position: Q1 2017 in Review

TCI Wealth Advisors sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2017, closing a stake of 15,000 shares — an estimated $106K sold.

TCI Wealth Advisors first reported a position in PMM in Q4 2016 and held it in 1 quarter. The position peaked at $106K in Q4 2016. 65 funds tracked by Wall St. Rank hold PMM as of Q1 2017.

  • TCI Wealth Advisors reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 15,000 Franklin Managed Municipal Income Trust shares in Q1 2017, an estimated $106K.
  • TCI Wealth Advisors first reported a position in Franklin Managed Municipal Income Trust in Q4 2016 and held it in 1 quarter.
  • TCI Wealth Advisors's Franklin Managed Municipal Income Trust position peaked at $106K in Q4 2016.
  • 65 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2017.

Based on TCI Wealth Advisors's 13F filing for Q1 2017, filed 4 May 2017.