HA
PMO

Harfst & Associates’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Harfst & Associates’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
2017
Q3 		– Sell
-981
Closed -$12K – 177
2017
Q2 		$12K Hold
981
– – ﹤0.01% 187
2017
Q1 		$11K Buy
+981
New +$11.9K ﹤0.01% 230
2016
Q1 		– Sell
-981
Closed -$12K – 197
2015
Q4 		$12K Hold
981
– – ﹤0.01% 230
2015
Q3 		$12K Buy
+981
New +$11.6K 0.01% 223

Other funds holding PMO

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harfst & Associates's PMO Position: Q3 2017 in Review

Harfst & Associates sold out of Franklin Municipal Opportunities Trust (PMO) in Q3 2017, closing a stake of 981 shares — an estimated $12K sold.

Harfst & Associates first reported a position in PMO in Q3 2015 and held it in 4 quarters. The position peaked at $12K in Q2 2017. 63 funds tracked by Wall St. Rank hold PMO as of Q3 2017.

  • Harfst & Associates reported no remaining Franklin Municipal Opportunities Trust position as of Q3 2017 after selling out during the quarter.
  • Harfst & Associates sold 981 Franklin Municipal Opportunities Trust shares in Q3 2017, an estimated $12K.
  • Harfst & Associates first reported a position in Franklin Municipal Opportunities Trust in Q3 2015 and held it in 4 quarters.
  • Harfst & Associates's Franklin Municipal Opportunities Trust position peaked at $12K in Q2 2017.
  • 63 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.