WFI
PMM

West Family Investments’s Franklin Managed Municipal Income Trust PMM Stock Holding History

West Family Investments’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
2016
Q2 		– Sell
-32,800
Closed -$251K – 122
2016
Q1 		$251K Hold
32,800
– – 0.04% 108
2015
Q4 		$241K Hold
32,800
– – 0.06% 106
2015
Q3 		$235K Hold
32,800
– – 0.05% 99
2015
Q2 		$232K Hold
32,800
– – 0.05% 102
2015
Q1 		$242K Hold
32,800
– – 0.05% 106
2014
Q4 		$238K Hold
32,800
– – 0.05% 99
2014
Q3 		$232K Hold
32,800
– – 0.05% 89
2014
Q2 		$235K Hold
32,800
– – 0.05% 91
2014
Q1 		$228K Hold
32,800
– – 0.05% 90
2013
Q4 		$218K Buy
+32,800
New +$218K 0.05% 90

Other funds holding PMM

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

West Family Investments's PMM Position: Q2 2016 in Review

West Family Investments sold out of Franklin Managed Municipal Income Trust (PMM) in Q2 2016, closing a stake of 32,800 shares — an estimated $251K sold.

West Family Investments first reported a position in PMM in Q4 2013 and held it in 10 quarters. The position peaked at $251K in Q1 2016. 61 funds tracked by Wall St. Rank hold PMM as of Q2 2016.

  • West Family Investments reported no remaining Franklin Managed Municipal Income Trust position as of Q2 2016 after selling out during the quarter.
  • West Family Investments sold 32,800 Franklin Managed Municipal Income Trust shares in Q2 2016, an estimated $251K.
  • West Family Investments first reported a position in Franklin Managed Municipal Income Trust in Q4 2013 and held it in 10 quarters.
  • West Family Investments's Franklin Managed Municipal Income Trust position peaked at $251K in Q1 2016.
  • 61 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2016.

Based on West Family Investments's 13F filing for Q2 2016, filed 12 Aug 2016.