VWA
PMM

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

V 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
Q3 		– Sell
-5,021
Closed -$37K – 572
2017
Q2 		$37K Buy
+5,021
New +$37.4K 0.02% 359

Other funds holding PMM

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

V Wealth Advisors's PMM Position: Q3 2017 in Review

V Wealth Advisors sold out of Franklin Managed Municipal Income Trust (PMM) in Q3 2017, closing a stake of 5,021 shares — an estimated $37K sold.

V Wealth Advisors first reported a position in PMM in Q2 2017 and held it in 1 quarter. The position peaked at $37K in Q2 2017. 63 funds tracked by Wall St. Rank hold PMM as of Q3 2017.

  • V Wealth Advisors reported no remaining Franklin Managed Municipal Income Trust position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 5,021 Franklin Managed Municipal Income Trust shares in Q3 2017, an estimated $37K.
  • V Wealth Advisors first reported a position in Franklin Managed Municipal Income Trust in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Franklin Managed Municipal Income Trust position peaked at $37K in Q2 2017.
  • 63 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.