6M
PMO

6 Meridian’s Franklin Municipal Opportunities Trust PMO Stock Holding History

6 Meridian’s Portfolio PMO Stock Details PMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-35,371
Closed -$397K – 489
2018
Q4 		$397K Sell
35,371
-17,649
-33% -$198K 0.05% 326
2018
Q3 		$605K Buy
53,020
+1,966
+4% +$22.8K 0.06% 181
2018
Q2 		$596K Buy
51,054
+3,540
+7% +$41.2K 0.06% 180
2018
Q1 		$554K Buy
+47,514
New +$567K 0.06% 180

Other funds holding PMO

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

6 Meridian's PMO Position: Q1 2019 in Review

6 Meridian sold out of Franklin Municipal Opportunities Trust (PMO) in Q1 2019, closing a stake of 35,371 shares — an estimated $397K sold.

6 Meridian first reported a position in PMO in Q1 2018 and held it in 4 quarters. The position peaked at $605K in Q3 2018. 74 funds tracked by Wall St. Rank hold PMO as of Q1 2019.

  • 6 Meridian reported no remaining Franklin Municipal Opportunities Trust position as of Q1 2019 after selling out during the quarter.
  • 6 Meridian sold 35,371 Franklin Municipal Opportunities Trust shares in Q1 2019, an estimated $397K.
  • 6 Meridian first reported a position in Franklin Municipal Opportunities Trust in Q1 2018 and held it in 4 quarters.
  • 6 Meridian's Franklin Municipal Opportunities Trust position peaked at $605K in Q3 2018.
  • 74 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2019.

Based on 6 Meridian's 13F filing for Q1 2019, filed 10 Apr 2019.