AA
PMO

Addison Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Addison Advisors’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
2022
Q2 		– Sell
-465
Closed -$5K – 747
2022
Q1 		$5K Hold
465
– – ﹤0.01% 534
2021
Q4 		$7K Hold
465
– – ﹤0.01% 445
2021
Q3 		$6K Hold
465
– – ﹤0.01% 341
2021
Q2 		$7K Buy
+465
New +$6.48K 0.01% 327
2020
Q4 		$6K Buy
+465
New +$6.17K 0.01% 320

Other funds holding PMO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Addison Advisors's PMO Position: Q2 2022 in Review

Addison Advisors sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2022, closing a stake of 465 shares — an estimated $5K sold.

Addison Advisors first reported a position in PMO in Q4 2020 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 77 funds tracked by Wall St. Rank hold PMO as of Q2 2022.

  • Addison Advisors reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2022 after selling out during the quarter.
  • Addison Advisors sold 465 Franklin Municipal Opportunities Trust shares in Q2 2022, an estimated $5K.
  • Addison Advisors first reported a position in Franklin Municipal Opportunities Trust in Q4 2020 and held it in 5 quarters.
  • Addison Advisors's Franklin Municipal Opportunities Trust position peaked at $7K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2022.

Based on Addison Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.