BAM
PMO

Brave Asset Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Brave Asset Management’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
2020
Q2 		– Sell
-23,331
Closed -$278K – 129
2020
Q1 		$278K Hold
23,331
– – 0.17% 73
2019
Q4 		$307K Hold
23,331
– – 0.16% 96
2019
Q3 		$305K Hold
23,331
– – 0.18% 90
2019
Q2 		$295K Hold
23,331
– – 0.17% 92
2019
Q1 		$286K Hold
23,331
– – 0.16% 102
2018
Q4 		$262K Sell
23,331
-3,000
-11% -$33.6K 0.18% 94
2018
Q3 		$301K Hold
26,331
– – 0.15% 94
2018
Q2 		$308K Sell
26,331
-10,000
-28% -$116K 0.18% 95
2018
Q1 		$424K Sell
36,331
-10,100
-22% -$121K 0.26% 83
2017
Q4 		$573K Sell
46,431
-6,000
-11% -$75.3K 0.3% 74
2017
Q3 		$662K Sell
52,431
-1,000
-2% -$12.6K 0.35% 73
2017
Q2 		$668K Hold
53,431
– – 0.36% 73
2017
Q1 		$642K Buy
53,431
+10,000
+23% +$121K 0.38% 74
2016
Q4 		$519K Sell
43,431
-66,500
-60% -$817K 0.33% 80
2016
Q3 		$1.47M Hold
109,931
– – 0.94% 30
2016
Q2 		$1.47M Sell
109,931
-16,500
-13% -$217K 0.98% 30
2016
Q1 		$1.61M Buy
126,431
+11,000
+10% +$137K 1.13% 23
2015
Q4 		$1.42M Buy
115,431
+17,900
+18% +$215K 0.96% 26
2015
Q3 		$1.17M Sell
97,531
-9,300
-9% -$110K 0.89% 33
2015
Q2 		$1.24M Buy
106,831
+9,100
+9% +$109K 0.87% 35
2015
Q1 		$1.2M Buy
97,731
+17,500
+22% +$214K 0.84% 39
2014
Q4 		$962K Buy
80,231
+41,300
+106% +$490K 0.69% 46
2014
Q3 		$455K Buy
38,931
+2,000
+5% +$23.3K 0.34% 81
2014
Q2 		$434K Buy
36,931
+30,000
+433% +$349K 0.31% 92
2014
Q1 		$79K Hold
6,931
– – 0.06% 180
2013
Q4 		$74K Buy
+6,931
New +$74.8K 0.06% 186

Other funds holding PMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Brave Asset Management's PMO Position: Q2 2020 in Review

Brave Asset Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2020, closing a stake of 23,331 shares — an estimated $278K sold.

Brave Asset Management first reported a position in PMO in Q4 2013 and held it in 26 quarters. The position peaked at $1.61M in Q1 2016. 70 funds tracked by Wall St. Rank hold PMO as of Q2 2020.

  • Brave Asset Management reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2020 after selling out during the quarter.
  • Brave Asset Management sold 23,331 Franklin Municipal Opportunities Trust shares in Q2 2020, an estimated $278K.
  • Brave Asset Management first reported a position in Franklin Municipal Opportunities Trust in Q4 2013 and held it in 26 quarters.
  • Brave Asset Management's Franklin Municipal Opportunities Trust position peaked at $1.61M in Q1 2016.
  • 70 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2020.

Based on Brave Asset Management's 13F filing for Q2 2020, filed 23 Jul 2020.