TWM
PMM

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

Tradition 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
2023
Q3 		– Sell
-4,111
Closed -$25K – 1392
2023
Q2 		$25K Hold
4,111
– – ﹤0.01% 822
2023
Q1 		$25K Hold
4,111
– – ﹤0.01% 783
2022
Q4 		$26K Buy
+4,111
New +$24.9K ﹤0.01% 690

Other funds holding PMM

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tradition Wealth Management's PMM Position: Q3 2023 in Review

Tradition Wealth Management sold out of Franklin Managed Municipal Income Trust (PMM) in Q3 2023, closing a stake of 4,111 shares — an estimated $25K sold.

Tradition Wealth Management first reported a position in PMM in Q4 2022 and held it in 3 quarters. The position peaked at $26K in Q4 2022. 83 funds tracked by Wall St. Rank hold PMM as of Q3 2023.

  • Tradition Wealth Management reported no remaining Franklin Managed Municipal Income Trust position as of Q3 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 4,111 Franklin Managed Municipal Income Trust shares in Q3 2023, an estimated $25K.
  • Tradition Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q4 2022 and held it in 3 quarters.
  • Tradition Wealth Management's Franklin Managed Municipal Income Trust position peaked at $26K in Q4 2022.
  • 83 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.