CWM
PMO

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

Cornerstone 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
2018
Q4 		– Sell
-19,683
Closed -$1.56M – 936
2018
Q3 		$1.56M Buy
19,683
+1,462
+8% +$17K 0.02% 581
2018
Q2 		$1.56M Buy
+18,221
New +$212K 0.02% 615

Other funds holding PMO

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cornerstone Wealth Management's PMO Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2018, closing a stake of 19,683 shares — an estimated $1.56M sold.

Cornerstone Wealth Management first reported a position in PMO in Q2 2018 and held it in 2 quarters. The position peaked at $1.56M in Q3 2018. 79 funds tracked by Wall St. Rank hold PMO as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 19,683 Franklin Municipal Opportunities Trust shares in Q4 2018, an estimated $1.56M.
  • Cornerstone Wealth Management first reported a position in Franklin Municipal Opportunities Trust in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Franklin Municipal Opportunities Trust position peaked at $1.56M in Q3 2018.
  • 79 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.