DWM
PMO

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

Doyle 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
2022
Q2 		– Sell
-125,603
Closed -$1.46M – 242
2022
Q1 		$1.46M Buy
+125,603
New +$1.57M 0.11% 98

Other funds holding PMO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Doyle Wealth Management's PMO Position: Q2 2022 in Review

Doyle Wealth Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2022, closing a stake of 125,603 shares — an estimated $1.46M sold.

Doyle Wealth Management first reported a position in PMO in Q1 2022 and held it in 1 quarter. The position peaked at $1.46M in Q1 2022. 77 funds tracked by Wall St. Rank hold PMO as of Q2 2022.

  • Doyle Wealth Management reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 125,603 Franklin Municipal Opportunities Trust shares in Q2 2022, an estimated $1.46M.
  • Doyle Wealth Management first reported a position in Franklin Municipal Opportunities Trust in Q1 2022 and held it in 1 quarter.
  • Doyle Wealth Management's Franklin Municipal Opportunities Trust position peaked at $1.46M in Q1 2022.
  • 77 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.