DWM
PMO

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

Darwin 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
2020
Q2 		– Sell
-100
Closed -$1K – 598
2020
Q1 		$1K Buy
+100
New +$1.29K ﹤0.01% 754

Other funds holding PMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Darwin Wealth Management's PMO Position: Q2 2020 in Review

Darwin Wealth Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2020, closing a stake of 100 shares — an estimated $1K sold.

Darwin Wealth Management first reported a position in PMO in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 70 funds tracked by Wall St. Rank hold PMO as of Q2 2020.

  • Darwin Wealth Management reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 100 Franklin Municipal Opportunities Trust shares in Q2 2020, an estimated $1K.
  • Darwin Wealth Management first reported a position in Franklin Municipal Opportunities Trust in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Franklin Municipal Opportunities Trust position peaked at $1K in Q1 2020.
  • 70 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.