BW
PMO

Bison Wealth’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Bison Wealth’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
Q3 		– Sell
-33,889
Closed -$344K – 464
2024
Q2 		$344K Hold
33,889
– – 0.06% 302
2024
Q1 		$344K Buy
33,889
+5,391
+19% +$55.4K 0.06% 302
2023
Q4 		$292K Buy
+28,498
New +$272K 0.05% 321

Other funds holding PMO

MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bison Wealth's PMO Position: Q3 2024 in Review

Bison Wealth sold out of Franklin Municipal Opportunities Trust (PMO) in Q3 2024, closing a stake of 33,889 shares — an estimated $344K sold.

Bison Wealth first reported a position in PMO in Q4 2023 and held it in 3 quarters. The position peaked at $344K in Q2 2024. 98 funds tracked by Wall St. Rank hold PMO as of Q3 2024.

  • Bison Wealth reported no remaining Franklin Municipal Opportunities Trust position as of Q3 2024 after selling out during the quarter.
  • Bison Wealth sold 33,889 Franklin Municipal Opportunities Trust shares in Q3 2024, an estimated $344K.
  • Bison Wealth first reported a position in Franklin Municipal Opportunities Trust in Q4 2023 and held it in 3 quarters.
  • Bison Wealth's Franklin Municipal Opportunities Trust position peaked at $344K in Q2 2024.
  • 98 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2024.

Based on Bison Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.