BWL
PMO

Bogart Wealth LLC’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Bogart Wealth LLC’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
2021
Q2 		– Sell
-778
Closed -$10K – 719
2021
Q1 		$10K Hold
778
– – ﹤0.01% 424
2020
Q4 		$10K Hold
778
– – ﹤0.01% 324
2020
Q3 		$10K Hold
778
– – ﹤0.01% 300
2020
Q2 		$10K Hold
778
– – ﹤0.01% 290
2020
Q1 		$9K Hold
778
– – ﹤0.01% 280
2019
Q4 		$10K Hold
778
– – ﹤0.01% 287
2019
Q3 		$10K Hold
778
– – ﹤0.01% 264
2019
Q2 		$9K Buy
+778
New +$9.66K 0.01% 255

Other funds holding PMO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Bogart Wealth LLC's PMO Position: Q2 2021 in Review

Bogart Wealth LLC sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2021, closing a stake of 778 shares — an estimated $10K sold.

Bogart Wealth LLC first reported a position in PMO in Q2 2019 and held it in 8 quarters. The position peaked at $10K in Q1 2021. 74 funds tracked by Wall St. Rank hold PMO as of Q2 2021.

  • Bogart Wealth LLC reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2021 after selling out during the quarter.
  • Bogart Wealth LLC sold 778 Franklin Municipal Opportunities Trust shares in Q2 2021, an estimated $10K.
  • Bogart Wealth LLC first reported a position in Franklin Municipal Opportunities Trust in Q2 2019 and held it in 8 quarters.
  • Bogart Wealth LLC's Franklin Municipal Opportunities Trust position peaked at $10K in Q1 2021.
  • 74 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2021.

Based on Bogart Wealth LLC's 13F filing for Q2 2021, filed 6 Aug 2021.