BPA
PMO

Beacon Pointe Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Beacon Pointe 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
2023
Q4 		– Sell
-10,581
Closed -$97.3K – 1377
2023
Q3 		$97.3K Buy
+10,581
New +$105K ﹤0.01% 1282

Other funds holding PMO

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Beacon Pointe Advisors's PMO Position: Q4 2023 in Review

Beacon Pointe Advisors sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2023, closing a stake of 10,581 shares — an estimated $97.3K sold.

Beacon Pointe Advisors first reported a position in PMO in Q3 2023 and held it in 1 quarter. The position peaked at $97.3K in Q3 2023. 83 funds tracked by Wall St. Rank hold PMO as of Q4 2023.

  • Beacon Pointe Advisors reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 10,581 Franklin Municipal Opportunities Trust shares in Q4 2023, an estimated $97.3K.
  • Beacon Pointe Advisors first reported a position in Franklin Municipal Opportunities Trust in Q3 2023 and held it in 1 quarter.
  • Beacon Pointe Advisors's Franklin Municipal Opportunities Trust position peaked at $97.3K in Q3 2023.
  • 83 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2023.

Based on Beacon Pointe Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.