BCI
PMO

Brinker Capital Investments’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Brinker Capital Investments’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
2017
Q4 		– Sell
-255
Closed -$3K – 575
2017
Q3 		$3K Buy
+255
New +$3.22K ﹤0.01% 527

Other funds holding PMO

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brinker Capital Investments's PMO Position: Q4 2017 in Review

Brinker Capital Investments sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2017, closing a stake of 255 shares — an estimated $3K sold.

Brinker Capital Investments first reported a position in PMO in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 65 funds tracked by Wall St. Rank hold PMO as of Q4 2017.

  • Brinker Capital Investments reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2017 after selling out during the quarter.
  • Brinker Capital Investments sold 255 Franklin Municipal Opportunities Trust shares in Q4 2017, an estimated $3K.
  • Brinker Capital Investments first reported a position in Franklin Municipal Opportunities Trust in Q3 2017 and held it in 1 quarter.
  • Brinker Capital Investments's Franklin Municipal Opportunities Trust position peaked at $3K in Q3 2017.
  • 65 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2017.

Based on Brinker Capital Investments's 13F filing for Q4 2017, filed 12 Feb 2018.