BFEC
PMO

Benjamin F. Edwards & Company’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Benjamin F. Edwards & 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
2024
Q2 		$9K Buy
869
+696
+402% +$6.95K ﹤0.01% 1756
2024
Q1 		$2K Hold
173
– – ﹤0.01% 2035
2023
Q4 		$2K Buy
+173
New +$1.65K ﹤0.01% 2002
2022
Q3 		– Sell
-189
Closed -$2K – 1887
2022
Q2 		$2K Sell
189
-301
-61% -$3.33K ﹤0.01% 1705
2022
Q1 		$6K Hold
490
– – ﹤0.01% 1489
2021
Q4 		$7K Sell
490
-41
-8% -$572 ﹤0.01% 1459
2021
Q3 		$7K Sell
531
-359
-40% -$5.16K ﹤0.01% 1462
2021
Q2 		$13K Sell
890
-30,784
-97% -$429K ﹤0.01% 1321
2021
Q1 		$424K Sell
31,674
-43,182
-58% -$586K 0.02% 494
2020
Q4 		$1.02M Sell
74,856
-397
-0.5% -$5.26K 0.06% 297
2020
Q3 		$976K Buy
75,253
+3,470
+5% +$46.2K 0.07% 275
2020
Q2 		$917K Buy
71,783
+68,366
+2,001% +$841K 0.07% 270
2020
Q1 		$41K Buy
3,417
+730
+27% +$9.44K ﹤0.01% 886
2019
Q4 		$35K Buy
2,687
+1,147
+74% +$15.1K ﹤0.01% 1062
2019
Q3 		$20K Hold
1,540
– – ﹤0.01% 1208
2019
Q2 		$19K Hold
1,540
– – ﹤0.01% 1222
2019
Q1 		$19K Hold
1,540
– – ﹤0.01% 1154
2018
Q4 		$17K Buy
+1,540
New +$17.3K ﹤0.01% 1141

Other funds holding PMO

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Benjamin F. Edwards & Company's PMO Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Franklin Municipal Opportunities Trust (PMO) stake by 402% in Q2 2024, buying an estimated $6.95K and bringing the position to 869 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Benjamin F. Edwards & Company first reported a position in PMO in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.02M in Q4 2020. 87 funds tracked by Wall St. Rank hold PMO as of Q2 2024.

  • Benjamin F. Edwards & Company held 869 shares of Franklin Municipal Opportunities Trust worth $9K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 696 Franklin Municipal Opportunities Trust shares in Q2 2024, an estimated $6.95K.
  • Franklin Municipal Opportunities Trust made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1756 holding.
  • Benjamin F. Edwards & Company first reported a position in Franklin Municipal Opportunities Trust in Q4 2018 and has held it in 18 quarters since.
  • Benjamin F. Edwards & Company's Franklin Municipal Opportunities Trust position peaked at $1.02M in Q4 2020.
  • 87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.