Fidelity Investments
PMO

Fidelity Investments’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Fidelity Investments’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
Q1 		– Sell
-1
Closed – – 5366
2021
Q4 		$0 Buy
+1
New +$14 ﹤0.01% 4804
2019
Q2 		– Sell
-1
Closed – – 4078
2019
Q1 		$0 Buy
+1
New +$12 ﹤0.01% 4072

Other funds holding PMO

Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments's PMO Position: Q1 2022 in Review

Fidelity Investments sold out of Franklin Municipal Opportunities Trust (PMO) in Q1 2022, closing a stake of 1 share.

Fidelity Investments first reported a position in PMO in Q1 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2021. 85 funds tracked by Wall St. Rank hold PMO as of Q1 2022.

  • Fidelity Investments reported no remaining Franklin Municipal Opportunities Trust position as of Q1 2022 after selling out during the quarter.
  • Fidelity Investments sold 1 Franklin Municipal Opportunities Trust share in Q1 2022.
  • Fidelity Investments first reported a position in Franklin Municipal Opportunities Trust in Q1 2019 and held it in 2 quarters.
  • Fidelity Investments's Franklin Municipal Opportunities Trust position peaked at $0 in Q4 2021.
  • 85 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2022.

Based on Fidelity Investments's 13F filing for Q1 2022, filed 13 May 2022.