CCP
PMO

Clough Capital Partners’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Clough Capital Partners’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
Q3 		– Sell
-45,400
Closed -$464K – 234
2023
Q2 		$464K Buy
+45,400
New +$461K 0.05% 155

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RCM
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MWM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Clough Capital Partners's PMO Position: Q3 2023 in Review

Clough Capital Partners sold out of Franklin Municipal Opportunities Trust (PMO) in Q3 2023, closing a stake of 45,400 shares — an estimated $464K sold.

Clough Capital Partners first reported a position in PMO in Q2 2023 and held it in 1 quarter. The position peaked at $464K in Q2 2023. 71 funds tracked by Wall St. Rank hold PMO as of Q3 2023.

  • Clough Capital Partners reported no remaining Franklin Municipal Opportunities Trust position as of Q3 2023 after selling out during the quarter.
  • Clough Capital Partners sold 45,400 Franklin Municipal Opportunities Trust shares in Q3 2023, an estimated $464K.
  • Clough Capital Partners first reported a position in Franklin Municipal Opportunities Trust in Q2 2023 and held it in 1 quarter.
  • Clough Capital Partners's Franklin Municipal Opportunities Trust position peaked at $464K in Q2 2023.
  • 71 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2023.

Based on Clough Capital Partners's 13F filing for Q3 2023, filed 14 Nov 2023.