CWM
PMO

Concert Wealth Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Concert Wealth 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
2016
Q4 		– Sell
-14,059
Closed -$187K – 803
2016
Q3 		$187K Buy
+14,059
New +$188K 0.02% 657

Other funds holding PMO

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return

Concert Wealth Management's PMO Position: Q4 2016 in Review

Concert Wealth Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2016, closing a stake of 14,059 shares — an estimated $187K sold.

Concert Wealth Management first reported a position in PMO in Q3 2016 and held it in 1 quarter. The position peaked at $187K in Q3 2016. 59 funds tracked by Wall St. Rank hold PMO as of Q4 2016.

  • Concert Wealth Management reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 14,059 Franklin Municipal Opportunities Trust shares in Q4 2016, an estimated $187K.
  • Concert Wealth Management first reported a position in Franklin Municipal Opportunities Trust in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Franklin Municipal Opportunities Trust position peaked at $187K in Q3 2016.
  • 59 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.