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

WFG 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 Q2	$22K	Buy	2,900 +2,000	+222%	+$14.9K	0.01%	928
2017 Q1	$7K	Sell	900 -2,000	-69%	-$14.6K	﹤0.01%	1158
2016 Q4	$21K	Hold	2,900	–	–	0.01%	931
2016 Q3	$23K	Hold	2,900	–	–	0.01%	915
2016 Q2	$23K	Hold	2,900	–	–	0.01%	886
2016 Q1	$22K	Sell	2,900 -2,000	-41%	-$14.9K	0.01%	867
2015 Q4	$36K	Hold	4,900	–	–	0.01%	751
2015 Q3	$35K	Hold	4,900	–	–	0.01%	751
2015 Q2	$35K	Hold	4,900	–	–	0.01%	822
2015 Q1	$36K	Sell	4,900 -1,272	-21%	-$9.3K	0.01%	813
2014 Q4	$45K	Hold	6,172	–	–	0.01%	925
2014 Q3	$44K	Buy	6,172 +4,000	+184%	+$28.1K	0.01%	977
2014 Q2	$16K	Hold	2,172	–	–	﹤0.01%	1351
2014 Q1	$15K	Hold	2,172	–	–	﹤0.01%	1360
2013 Q4	$14K	Hold	2,172	–	–	﹤0.01%	1481
2013 Q3	$15K	Sell	2,172 -1,419	-40%	-$9.61K	﹤0.01%	1379
2013 Q2	$26K	Buy	+3,591	New	+$27.6K	﹤0.01%	1115

Other funds holding PMM

AAM

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFG Advisors's PMM Position: Q2 2017 in Review

WFG Advisors increased its Franklin Managed Municipal Income Trust (PMM) stake by 222% in Q2 2017, buying an estimated $14.9K and bringing the position to 2,900 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #928.

WFG Advisors first reported a position in PMM in Q2 2013 and has held it in 17 quarters since. The position peaked at $45K in Q4 2014. 66 funds tracked by Wall St. Rank hold PMM as of Q2 2017.

WFG Advisors held 2,900 shares of Franklin Managed Municipal Income Trust worth $22K as of Q2 2017.
WFG Advisors bought 2,000 Franklin Managed Municipal Income Trust shares in Q2 2017, an estimated $14.9K.
Franklin Managed Municipal Income Trust made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #928 holding.
WFG Advisors first reported a position in Franklin Managed Municipal Income Trust in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Franklin Managed Municipal Income Trust position peaked at $45K in Q4 2014.
66 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.