BWM
PMO

Baystate Wealth Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Baystate Wealth Management’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
Q3 		– Sell
-457
Closed -$5K – 930
2022
Q2 		$5K Buy
+457
New +$5.05K ﹤0.01% 669

Other funds holding PMO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baystate Wealth Management's PMO Position: Q3 2022 in Review

Baystate Wealth Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q3 2022, closing a stake of 457 shares — an estimated $5K sold.

Baystate Wealth Management first reported a position in PMO in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 73 funds tracked by Wall St. Rank hold PMO as of Q3 2022.

  • Baystate Wealth Management reported no remaining Franklin Municipal Opportunities Trust position as of Q3 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 457 Franklin Municipal Opportunities Trust shares in Q3 2022, an estimated $5K.
  • Baystate Wealth Management first reported a position in Franklin Municipal Opportunities Trust in Q2 2022 and held it in 1 quarter.
  • Baystate Wealth Management's Franklin Municipal Opportunities Trust position peaked at $5K in Q2 2022.
  • 73 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2022.

Based on Baystate Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.