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Coldstream Capital Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-55
Closed -$561 – 2747
2025
Q1 		$561 Buy
+55
New +$573 ﹤0.01% 3322

Other funds holding PMO

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Coldstream Capital Management's PMO Position: Q2 2025 in Review

Coldstream Capital Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2025, closing a stake of 55 shares — an estimated $561 sold.

Coldstream Capital Management first reported a position in PMO in Q1 2025 and held it in 1 quarter. The position peaked at $561 in Q1 2025. 87 funds tracked by Wall St. Rank hold PMO as of Q2 2025.

  • Coldstream Capital Management reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 55 Franklin Municipal Opportunities Trust shares in Q2 2025, an estimated $561.
  • Coldstream Capital Management first reported a position in Franklin Municipal Opportunities Trust in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Franklin Municipal Opportunities Trust position peaked at $561 in Q1 2025.
  • 87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.