CAL
PMO

Capital Analysts LLC’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Capital Analysts 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
2023
Q2 		– Sell
-14,325
Closed -$148K – 1025
2023
Q1 		$148K Hold
14,325
– – 0.01% 413
2022
Q4 		$155K Buy
+14,325
New +$152K 0.01% 429

Other funds holding PMO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Capital Analysts LLC's PMO Position: Q2 2023 in Review

Capital Analysts LLC sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2023, closing a stake of 14,325 shares — an estimated $148K sold.

Capital Analysts LLC first reported a position in PMO in Q4 2022 and held it in 2 quarters. The position peaked at $155K in Q4 2022. 71 funds tracked by Wall St. Rank hold PMO as of Q2 2023.

  • Capital Analysts LLC reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 14,325 Franklin Municipal Opportunities Trust shares in Q2 2023, an estimated $148K.
  • Capital Analysts LLC first reported a position in Franklin Municipal Opportunities Trust in Q4 2022 and held it in 2 quarters.
  • Capital Analysts LLC's Franklin Municipal Opportunities Trust position peaked at $155K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2023.

Based on Capital Analysts LLC's 13F filing for Q2 2023, filed 11 Aug 2023.