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Ameritas Advisory Services’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Ameritas Advisory Services’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
2023
Q2 		– Sell
-3,284
Closed -$32.9K – 2016
2023
Q1 		$32.9K Buy
+3,284
New +$37.8K ﹤0.01% 1424

Other funds holding PMO

Ameriprise
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MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Ameritas Advisory Services's PMO Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2023, closing a stake of 3,284 shares — an estimated $32.9K sold.

Ameritas Advisory Services first reported a position in PMO in Q1 2023 and held it in 1 quarter. The position peaked at $32.9K in Q1 2023. 71 funds tracked by Wall St. Rank hold PMO as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 3,284 Franklin Municipal Opportunities Trust shares in Q2 2023, an estimated $32.9K.
  • Ameritas Advisory Services first reported a position in Franklin Municipal Opportunities Trust in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Franklin Municipal Opportunities Trust position peaked at $32.9K in Q1 2023.
  • 71 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.