HA
PMO

Herold Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Herold Advisors’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
2022
Q2 		– Sell
-5,800
Closed -$67.6K – 545
2022
Q1 		$67.6K Buy
+5,800
New +$72.7K 0.02% 331
2021
Q4 		– Sell
-5,800
Closed -$79K – 531
2021
Q3 		$79K Buy
+5,800
New +$83.3K 0.03% 307

Other funds holding PMO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Herold Advisors's PMO Position: Q2 2022 in Review

Herold Advisors sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2022, closing a stake of 5,800 shares — an estimated $67.6K sold.

Herold Advisors first reported a position in PMO in Q3 2021 and held it in 2 quarters. The position peaked at $79K in Q3 2021. 77 funds tracked by Wall St. Rank hold PMO as of Q2 2022.

  • Herold Advisors reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 5,800 Franklin Municipal Opportunities Trust shares in Q2 2022, an estimated $67.6K.
  • Herold Advisors first reported a position in Franklin Municipal Opportunities Trust in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Franklin Municipal Opportunities Trust position peaked at $79K in Q3 2021.
  • 77 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.