GWS
PMO

Glassman Wealth Services’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Glassman Wealth Services’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
2021
Q1 		– Sell
-8,800
Closed -$120K – 1581
2020
Q4 		$120K Hold
8,800
– – 0.03% 203
2020
Q3 		$114K Buy
+8,800
New +$117K 0.03% 182

Other funds holding PMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Glassman Wealth Services's PMO Position: Q1 2021 in Review

Glassman Wealth Services sold out of Franklin Municipal Opportunities Trust (PMO) in Q1 2021, closing a stake of 8,800 shares — an estimated $120K sold.

Glassman Wealth Services first reported a position in PMO in Q3 2020 and held it in 2 quarters. The position peaked at $120K in Q4 2020. 78 funds tracked by Wall St. Rank hold PMO as of Q1 2021.

  • Glassman Wealth Services reported no remaining Franklin Municipal Opportunities Trust position as of Q1 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 8,800 Franklin Municipal Opportunities Trust shares in Q1 2021, an estimated $120K.
  • Glassman Wealth Services first reported a position in Franklin Municipal Opportunities Trust in Q3 2020 and held it in 2 quarters.
  • Glassman Wealth Services's Franklin Municipal Opportunities Trust position peaked at $120K in Q4 2020.
  • 78 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2021.

Based on Glassman Wealth Services's 13F filing for Q1 2021, filed 5 May 2021.