TFP
PMM

Tilia Fiduciary Partners’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Tilia Fiduciary Partners’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
2022
Q3 		– Sell
-1,174
Closed -$8K – 529
2022
Q2 		$8K Hold
1,174
– – 0.01% 401
2022
Q1 		$8K Hold
1,174
– – 0.01% 419
2021
Q4 		$10K Buy
+1,174
New +$10K 0.01% 409

Other funds holding PMM

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tilia Fiduciary Partners's PMM Position: Q3 2022 in Review

Tilia Fiduciary Partners sold out of Franklin Managed Municipal Income Trust (PMM) in Q3 2022, closing a stake of 1,174 shares — an estimated $8K sold.

Tilia Fiduciary Partners first reported a position in PMM in Q4 2021 and held it in 3 quarters. The position peaked at $10K in Q4 2021. 73 funds tracked by Wall St. Rank hold PMM as of Q3 2022.

  • Tilia Fiduciary Partners reported no remaining Franklin Managed Municipal Income Trust position as of Q3 2022 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 1,174 Franklin Managed Municipal Income Trust shares in Q3 2022, an estimated $8K.
  • Tilia Fiduciary Partners first reported a position in Franklin Managed Municipal Income Trust in Q4 2021 and held it in 3 quarters.
  • Tilia Fiduciary Partners's Franklin Managed Municipal Income Trust position peaked at $10K in Q4 2021.
  • 73 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q3 2022.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2022, filed 27 Oct 2022.