FAM
PMO

Formidable Asset Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Formidable Asset 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
2016
Q2 		– Sell
-892
Closed -$11K – 350
2016
Q1 		$11K Hold
892
– – 0.01% 344
2015
Q4 		$11K Hold
892
– – 0.01% 373
2015
Q3 		$10K Hold
892
– – 0.01% 413
2015
Q2 		$10K Hold
892
– – 0.01% 366
2015
Q1 		$11K Hold
892
– – 0.01% 341
2014
Q4 		$11K Hold
892
– – 0.01% 324
2014
Q3 		$11K Hold
892
– – 0.01% 325
2014
Q2 		$10K Hold
892
– – 0.01% 353
2014
Q1 		$10K Hold
892
– – 0.01% 324
2013
Q4 		$10K Hold
892
– – 0.01% 340
2013
Q3 		$10K Buy
+892
New +$9.66K 0.01% 304

Other funds holding PMO

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $94.2M AUM 4.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Formidable Asset Management's PMO Position: Q2 2016 in Review

Formidable Asset Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2016, closing a stake of 892 shares — an estimated $11K sold.

Formidable Asset Management first reported a position in PMO in Q3 2013 and held it in 11 quarters. The position peaked at $11K in Q1 2016. 53 funds tracked by Wall St. Rank hold PMO as of Q2 2016.

  • Formidable Asset Management reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2016 after selling out during the quarter.
  • Formidable Asset Management sold 892 Franklin Municipal Opportunities Trust shares in Q2 2016, an estimated $11K.
  • Formidable Asset Management first reported a position in Franklin Municipal Opportunities Trust in Q3 2013 and held it in 11 quarters.
  • Formidable Asset Management's Franklin Municipal Opportunities Trust position peaked at $11K in Q1 2016.
  • 53 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2016.

Based on Formidable Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.