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

Vanguard Capital 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
2023 Q1	–	Sell	-14,320	Closed	-$89.9K	–	131
2022 Q4	$89.9K	Buy	14,320 +224	+2%	+$1.36K	0.1%	113
2022 Q3	$80K	Buy	14,096 +200	+1%	+$1.33K	0.1%	103
2022 Q2	$92K	Buy	13,896 +197	+1%	+$1.3K	0.1%	118
2022 Q1	$96K	Sell	13,699 -822	-6%	-$6.17K	0.07%	146
2021 Q4	$127K	Buy	14,521 +163	+1%	+$1.39K	0.09%	140
2021 Q3	$1.02K	Buy	14,358 +158	+1%	+$1.36K	0.68%	37
2021 Q2	$124K	Sell	14,200 -2,920	-17%	-$24.7K	0.09%	151
2021 Q1	$142K	Buy	+17,120	New	+$139K	0.12%	124

Other funds holding PMM

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Capital Wealth Advisors's PMM Position: Q1 2023 in Review

Vanguard Capital Wealth Advisors sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2023, closing a stake of 14,320 shares — an estimated $89.9K sold.

Vanguard Capital Wealth Advisors first reported a position in PMM in Q1 2021 and held it in 8 quarters. The position peaked at $142K in Q1 2021. 76 funds tracked by Wall St. Rank hold PMM as of Q1 2023.

Vanguard Capital Wealth Advisors reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2023 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 14,320 Franklin Managed Municipal Income Trust shares in Q1 2023, an estimated $89.9K.
Vanguard Capital Wealth Advisors first reported a position in Franklin Managed Municipal Income Trust in Q1 2021 and held it in 8 quarters.
Vanguard Capital Wealth Advisors's Franklin Managed Municipal Income Trust position peaked at $142K in Q1 2021.
76 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2023.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.