Janney Montgomery Scott’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Janney Montgomery Scott’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	-25,674	Closed	-$299K	–	2410
2022 Q1	$299K	Sell	25,674 -4,800	-16%	-$60.1K	﹤0.01%	1884
2021 Q4	$439K	Hold	30,474	–	–	﹤0.01%	1799
2021 Q3	$417K	Sell	30,474 -4,000	-12%	-$57.5K	﹤0.01%	1772
2021 Q2	$487K	Hold	34,474	–	–	﹤0.01%	1653
2021 Q1	$462K	Hold	34,474	–	–	﹤0.01%	1596
2020 Q4	$472K	Buy	34,474 +1,532	+5%	+$20.3K	﹤0.01%	1604
2020 Q3	$427K	Buy	32,942 +8,742	+36%	+$116K	﹤0.01%	1507
2020 Q2	$309K	Buy	+24,200	New	+$298K	﹤0.01%	1614

Other funds holding PMO

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

Janney Montgomery Scott's PMO Position: Q2 2022 in Review

Janney Montgomery Scott sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2022, closing a stake of 25,674 shares — an estimated $299K sold.

Janney Montgomery Scott first reported a position in PMO in Q2 2020 and held it in 8 quarters. The position peaked at $487K in Q2 2021. 77 funds tracked by Wall St. Rank hold PMO as of Q2 2022.

Janney Montgomery Scott reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2022 after selling out during the quarter.
Janney Montgomery Scott sold 25,674 Franklin Municipal Opportunities Trust shares in Q2 2022, an estimated $299K.
Janney Montgomery Scott first reported a position in Franklin Municipal Opportunities Trust in Q2 2020 and held it in 8 quarters.
Janney Montgomery Scott's Franklin Municipal Opportunities Trust position peaked at $487K in Q2 2021.
77 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2022.

Based on Janney Montgomery Scott's 13F filing for Q2 2022, filed 3 Aug 2022.