GBBWRPM
PMO

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018
Q2 		– Sell
-1,100
Closed -$13K – 439
2018
Q1 		$13K Buy
+1,100
New +$13.1K ﹤0.01% 297

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RCM
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GC
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Bank of America
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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 $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's PMO Position: Q2 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2018, closing a stake of 1,100 shares — an estimated $13K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in PMO in Q1 2018 and held it in 1 quarter. The position peaked at $13K in Q1 2018. 70 funds tracked by Wall St. Rank hold PMO as of Q2 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,100 Franklin Municipal Opportunities Trust shares in Q2 2018, an estimated $13K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Franklin Municipal Opportunities Trust in Q1 2018 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Franklin Municipal Opportunities Trust position peaked at $13K in Q1 2018.
  • 70 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q2 2018, filed 2 Aug 2018.