HFS
PMO

HL Financial Services’s Franklin Municipal Opportunities Trust PMO Stock Holding History

HL Financial 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
2019
Q1 		$743K Hold
60,606
– – 0.01% 427
2018
Q4 		$681K Hold
60,606
– – 0.01% 430
2018
Q3 		$692K Buy
60,606
+15,500
+34% +$180K 0.01% 460
2018
Q2 		$527K Buy
+45,106
New +$525K 0.01% 486

Other funds holding PMO

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

HL Financial Services's PMO Position: Q1 2019 in Review

HL Financial Services held its Franklin Municipal Opportunities Trust (PMO) position steady in Q1 2019 at 60,606 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #427.

HL Financial Services first reported a position in PMO in Q2 2018 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold PMO as of Q1 2019.

  • HL Financial Services held 60,606 shares of Franklin Municipal Opportunities Trust worth $743K as of Q1 2019.
  • HL Financial Services left its Franklin Municipal Opportunities Trust share count unchanged in Q1 2019.
  • Franklin Municipal Opportunities Trust made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #427 holding.
  • HL Financial Services first reported a position in Franklin Municipal Opportunities Trust in Q2 2018 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.