JIP
PMO

Jaffetilchin Investment Partners’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-1,321
Closed -$14.4K – 1046
2024
Q3 		$14.4K Buy
+1,321
New +$13.9K ﹤0.01% 829

Other funds holding PMO

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Morgan Stanley
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GC
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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jaffetilchin Investment Partners's PMO Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2024, closing a stake of 1,321 shares — an estimated $14.4K sold.

Jaffetilchin Investment Partners first reported a position in PMO in Q3 2024 and held it in 1 quarter. The position peaked at $14.4K in Q3 2024. 93 funds tracked by Wall St. Rank hold PMO as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,321 Franklin Municipal Opportunities Trust shares in Q4 2024, an estimated $14.4K.
  • Jaffetilchin Investment Partners first reported a position in Franklin Municipal Opportunities Trust in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Franklin Municipal Opportunities Trust position peaked at $14.4K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.