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Creative Financial Designs’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Creative Financial Designs’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
Q3 		– Sell
-156
Closed -$2K – 809
2018
Q2 		$2K Buy
156
+2
+1% +$23 ﹤0.01% 663
2018
Q1 		$2K Buy
154
+2
+1% +$24 ﹤0.01% 617
2017
Q4 		$2K Buy
+152
New +$1.91K ﹤0.01% 617

Other funds holding PMO

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $27.6B AUM 23.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Financial Designs's PMO Position: Q3 2018 in Review

Creative Financial Designs sold out of Franklin Municipal Opportunities Trust (PMO) in Q3 2018, closing a stake of 156 shares — an estimated $2K sold.

Creative Financial Designs first reported a position in PMO in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 74 funds tracked by Wall St. Rank hold PMO as of Q3 2018.

  • Creative Financial Designs reported no remaining Franklin Municipal Opportunities Trust position as of Q3 2018 after selling out during the quarter.
  • Creative Financial Designs sold 156 Franklin Municipal Opportunities Trust shares in Q3 2018, an estimated $2K.
  • Creative Financial Designs first reported a position in Franklin Municipal Opportunities Trust in Q4 2017 and held it in 3 quarters.
  • Creative Financial Designs's Franklin Municipal Opportunities Trust position peaked at $2K in Q2 2018.
  • 74 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2018.

Based on Creative Financial Designs's 13F filing for Q3 2018, filed 2 Nov 2018.