TI
PMM

Truepoint Inc’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Truepoint Inc’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
2018
Q1 		– Sell
-22,216
Closed -$165K – 108
2017
Q4 		$165K Buy
+22,216
New +$166K 0.02% 92

Other funds holding PMM

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Truepoint Inc's PMM Position: Q1 2018 in Review

Truepoint Inc sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2018, closing a stake of 22,216 shares — an estimated $165K sold.

Truepoint Inc first reported a position in PMM in Q4 2017 and held it in 1 quarter. The position peaked at $165K in Q4 2017. 81 funds tracked by Wall St. Rank hold PMM as of Q1 2018.

  • Truepoint Inc reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2018 after selling out during the quarter.
  • Truepoint Inc sold 22,216 Franklin Managed Municipal Income Trust shares in Q1 2018, an estimated $165K.
  • Truepoint Inc first reported a position in Franklin Managed Municipal Income Trust in Q4 2017 and held it in 1 quarter.
  • Truepoint Inc's Franklin Managed Municipal Income Trust position peaked at $165K in Q4 2017.
  • 81 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2018.

Based on Truepoint Inc's 13F filing for Q1 2018, filed 8 May 2018.