WEC
PMM

Winslow Evans & Crocker’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$83K Hold
10,310
– – 0.02% 481
2020
Q3 		$79K Hold
10,310
– – 0.02% 390
2020
Q2 		$76K Hold
10,310
– – 0.02% 397
2020
Q1 		$76K Hold
10,310
– – 0.03% 370
2019
Q4 		$84K Hold
10,310
– – 0.02% 418
2019
Q3 		$82K Hold
10,310
– – 0.02% 426
2019
Q2 		$80K Hold
10,310
– – 0.02% 439
2019
Q1 		$78K Sell
10,310
-2,500
-20% -$18.1K 0.02% 425
2018
Q4 		$88K Hold
12,810
– – 0.03% 381
2018
Q3 		$90K Hold
12,810
– – 0.03% 389
2018
Q2 		$92K Hold
12,810
– – 0.03% 381
2018
Q1 		$91.5K Hold
12,810
– – 0.03% 368
2017
Q4 		$94.9K Buy
12,810
+9,260
+261% +$69.3K 0.03% 376
2017
Q3 		$26.8K Hold
3,550
– – 0.01% 595
2017
Q2 		$26.7K Hold
3,550
– – 0.01% 693
2017
Q1 		$25.8K Buy
3,550
+1,500
+73% +$10.9K 0.01% 684
2016
Q4 		$14.5K Hold
2,050
– – ﹤0.01% 799
2016
Q3 		$16.3K Hold
2,050
– – ﹤0.01% 783
2016
Q2 		$16.5K Hold
2,050
– – ﹤0.01% 751
2016
Q1 		$15.7K Hold
2,050
– – ﹤0.01% 761
2015
Q4 		$15.1K Hold
2,050
– – ﹤0.01% 811
2015
Q3 		$14.7K Hold
2,050
– – ﹤0.01% 800
2015
Q2 		$14.5K Hold
2,050
– – ﹤0.01% 842
2015
Q1 		$15.2K Hold
2,050
– – ﹤0.01% 797
2014
Q4 		$14.9K Hold
2,050
– – ﹤0.01% 799
2014
Q3 		$14.5K Hold
2,050
– – ﹤0.01% 815
2014
Q2 		$14.7K Hold
2,050
– – ﹤0.01% 752
2014
Q1 		$14.3K Hold
2,050
– – ﹤0.01% 749
2013
Q4 		$14K Buy
+2,050
New +$13.6K ﹤0.01% 808

Other funds holding PMM

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Winslow Evans & Crocker's PMM Position: Q4 2020 in Review

Winslow Evans & Crocker held its Franklin Managed Municipal Income Trust (PMM) position steady in Q4 2020 at 10,310 shares worth $83K. The position accounts for 0.02% of the portfolio, ranked #481.

Winslow Evans & Crocker first reported a position in PMM in Q4 2013 and has held it in 29 quarters since. The position peaked at $94.9K in Q4 2017. 76 funds tracked by Wall St. Rank hold PMM as of Q4 2020.

  • Winslow Evans & Crocker held 10,310 shares of Franklin Managed Municipal Income Trust worth $83K as of Q4 2020.
  • Winslow Evans & Crocker left its Franklin Managed Municipal Income Trust share count unchanged in Q4 2020.
  • Franklin Managed Municipal Income Trust made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #481 holding.
  • Winslow Evans & Crocker first reported a position in Franklin Managed Municipal Income Trust in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Franklin Managed Municipal Income Trust position peaked at $94.9K in Q4 2017.
  • 76 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.