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Founders Financial Alliance’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-1,254
Closed -$16K – 1027
2020
Q3 		$16K Buy
+1,254
New +$16.7K 0.01% 632

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MSL
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Commonwealth Equity Services
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Invesco
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Founders Financial Alliance's PMO Position: Q4 2020 in Review

Founders Financial Alliance sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2020, closing a stake of 1,254 shares — an estimated $16K sold.

Founders Financial Alliance first reported a position in PMO in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 77 funds tracked by Wall St. Rank hold PMO as of Q4 2020.

  • Founders Financial Alliance reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 1,254 Franklin Municipal Opportunities Trust shares in Q4 2020, an estimated $16K.
  • Founders Financial Alliance first reported a position in Franklin Municipal Opportunities Trust in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Franklin Municipal Opportunities Trust position peaked at $16K in Q3 2020.
  • 77 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.