BW
PMO

Boaz Weinstein’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Boaz Weinstein’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
-45,223
Closed -$464K – 381
2024
Q2 		$464K Buy
+45,223
New +$451K 0.01% 176
2024
Q1 		– Sell
-283,022
Closed -$2.9M – 444
2023
Q4 		$2.9M Buy
283,022
+269,980
+2,070% +$2.58M 0.06% 176
2023
Q3 		$120K Hold
13,042
– – ﹤0.01% 324
2023
Q2 		$133K Buy
+13,042
New +$132K ﹤0.01% 353

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 $34.3B AUM 27.35% 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 $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Boaz Weinstein's PMO Position: Q3 2024 in Review

Boaz Weinstein sold out of Franklin Municipal Opportunities Trust (PMO) in Q3 2024, closing a stake of 45,223 shares — an estimated $464K sold.

Boaz Weinstein first reported a position in PMO in Q2 2023 and held it in 4 quarters. The position peaked at $2.9M in Q4 2023. 98 funds tracked by Wall St. Rank hold PMO as of Q3 2024.

  • Boaz Weinstein reported no remaining Franklin Municipal Opportunities Trust position as of Q3 2024 after selling out during the quarter.
  • Boaz Weinstein sold 45,223 Franklin Municipal Opportunities Trust shares in Q3 2024, an estimated $464K.
  • Boaz Weinstein first reported a position in Franklin Municipal Opportunities Trust in Q2 2023 and held it in 4 quarters.
  • Boaz Weinstein's Franklin Municipal Opportunities Trust position peaked at $2.9M in Q4 2023.
  • 98 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2024.

Based on Saba Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.