Cetera Advisor Networks’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Cetera Advisor Networks’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 Q3	–	Sell	-11,250	Closed	-$144K	–	2549
2020 Q2	$144K	Hold	11,250	–	–	﹤0.01%	1301
2020 Q1	$134K	Sell	11,250 -2,300	-17%	-$29.7K	﹤0.01%	1033
2019 Q4	$178K	Buy	+13,550	New	+$178K	﹤0.01%	1173
2013 Q3	–	Sell	-11,500	Closed	-$132K	–	706
2013 Q2	$132K	Buy	+11,500	New	+$141K	0.01%	582

Other funds holding PMO

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Advisor Networks's PMO Position: Q3 2020 in Review

Cetera Advisor Networks sold out of Franklin Municipal Opportunities Trust (PMO) in Q3 2020, closing a stake of 11,250 shares — an estimated $144K sold.

Cetera Advisor Networks first reported a position in PMO in Q2 2013 and held it in 4 quarters. The position peaked at $178K in Q4 2019. 75 funds tracked by Wall St. Rank hold PMO as of Q3 2020.

Cetera Advisor Networks reported no remaining Franklin Municipal Opportunities Trust position as of Q3 2020 after selling out during the quarter.
Cetera Advisor Networks sold 11,250 Franklin Municipal Opportunities Trust shares in Q3 2020, an estimated $144K.
Cetera Advisor Networks first reported a position in Franklin Municipal Opportunities Trust in Q2 2013 and held it in 4 quarters.
Cetera Advisor Networks's Franklin Municipal Opportunities Trust position peaked at $178K in Q4 2019.
75 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.