Dynamic Advisor Solutions’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Dynamic Advisor Solutions’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
2023 Q4	–	Sell	-11,142	Closed	-$103K	–	931
2023 Q3	$103K	Hold	11,142	–	–	﹤0.01%	809
2023 Q2	$114K	Hold	11,142	–	–	0.01%	768
2023 Q1	$115K	Hold	11,142	–	–	0.01%	720
2022 Q4	$121K	Hold	11,142	–	–	0.01%	690
2022 Q3	$109K	Hold	11,142	–	–	0.01%	653
2022 Q2	$131K	Hold	11,142	–	–	0.01%	673
2022 Q1	$130K	Hold	11,142	–	–	0.01%	698
2021 Q4	$160K	Hold	11,142	–	–	0.01%	694
2021 Q3	$153K	Hold	11,142	–	–	0.01%	709
2021 Q2	$158K	Hold	11,142	–	–	0.01%	694
2021 Q1	$149K	Buy	+11,142	New	+$151K	0.01%	636

Other funds holding PMO

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Dynamic Advisor Solutions's PMO Position: Q4 2023 in Review

Dynamic Advisor Solutions sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2023, closing a stake of 11,142 shares — an estimated $103K sold.

Dynamic Advisor Solutions first reported a position in PMO in Q1 2021 and held it in 11 quarters. The position peaked at $160K in Q4 2021. 83 funds tracked by Wall St. Rank hold PMO as of Q4 2023.

Dynamic Advisor Solutions reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2023 after selling out during the quarter.
Dynamic Advisor Solutions sold 11,142 Franklin Municipal Opportunities Trust shares in Q4 2023, an estimated $103K.
Dynamic Advisor Solutions first reported a position in Franklin Municipal Opportunities Trust in Q1 2021 and held it in 11 quarters.
Dynamic Advisor Solutions's Franklin Municipal Opportunities Trust position peaked at $160K in Q4 2021.
83 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2023, filed 10 Jan 2024.