AIC
PMO

Ameritas Investment Company’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Ameritas Investment Company’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
2020
Q2 		– Sell
-80
Closed -$1K – 1257
2020
Q1 		$1K Buy
+80
New +$1.03K ﹤0.01% 1692
2019
Q4 		– Sell
-80
Closed -$1K – 1318
2019
Q3 		$1K Buy
+80
New +$1.05K ﹤0.01% 1585

Other funds holding PMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Ameritas Investment Company's PMO Position: Q2 2020 in Review

Ameritas Investment Company sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2020, closing a stake of 80 shares — an estimated $1K sold.

Ameritas Investment Company first reported a position in PMO in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 70 funds tracked by Wall St. Rank hold PMO as of Q2 2020.

  • Ameritas Investment Company reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2020 after selling out during the quarter.
  • Ameritas Investment Company sold 80 Franklin Municipal Opportunities Trust shares in Q2 2020, an estimated $1K.
  • Ameritas Investment Company first reported a position in Franklin Municipal Opportunities Trust in Q3 2019 and held it in 2 quarters.
  • Ameritas Investment Company's Franklin Municipal Opportunities Trust position peaked at $1K in Q1 2020.
  • 70 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.