Comerica Bank
PMO

Comerica Bank’s Putnam Municipal Opportunities Trust PMO Stock Holding History

Comerica Bank’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
Q4 		$53.9K Hold
5,038
– – ﹤0.01% 2827
2025
Q3 		$52K Hold
5,038
– – ﹤0.01% 2812
2025
Q2 		$49.8K Sell
5,038
-10
-0.2% -$98 ﹤0.01% 2798
2025
Q1 		$51.4K Sell
5,048
-6
-0.1% -$63 ﹤0.01% 2782
2024
Q4 		$51.2K Buy
5,054
+16
+0.3% +$168 ﹤0.01% 2801
2024
Q3 		$54.9K Hold
5,038
– – ﹤0.01% 2765
2024
Q2 		$51.7K Buy
5,038
+657
+15% +$6.56K ﹤0.01% 2742
2024
Q1 		$44.5K Sell
4,381
-29
-0.7% -$298 ﹤0.01% 2794
2023
Q4 		$45.1K Sell
4,410
-28
-0.6% -$267 ﹤0.01% 2756
2023
Q3 		$40.8K Buy
+4,438
New +$44.1K ﹤0.01% 2764

Other funds holding PMO

GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return