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Claraphi Advisory Network’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Claraphi Advisory Network’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
-501
Closed -$6K – 947
2020
Q1 		$6K Buy
+501
New +$6.48K ﹤0.01% 865

Other funds holding PMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Claraphi Advisory Network's PMO Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2020, closing a stake of 501 shares — an estimated $6K sold.

Claraphi Advisory Network first reported a position in PMO in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 70 funds tracked by Wall St. Rank hold PMO as of Q2 2020.

  • Claraphi Advisory Network reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 501 Franklin Municipal Opportunities Trust shares in Q2 2020, an estimated $6K.
  • Claraphi Advisory Network first reported a position in Franklin Municipal Opportunities Trust in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's Franklin Municipal Opportunities Trust position peaked at $6K in Q1 2020.
  • 70 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.