Jones Financial Companies
PMO

Jones Financial Companies’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Jones Financial Companies’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
Q4 		– Sell
-3,700
Closed -$36K – 762
2022
Q3 		$36K Buy
+3,700
New +$43.4K ﹤0.01% 346
2021
Q3 		– Sell
-895
Closed -$13K – 659
2021
Q2 		$13K Sell
895
-54
-6% -$752 ﹤0.01% 448
2021
Q1 		$13K Buy
+949
New +$12.9K ﹤0.01% 508

Other funds holding PMO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jones Financial Companies's PMO Position: Q4 2022 in Review

Jones Financial Companies sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2022, closing a stake of 3,700 shares — an estimated $36K sold.

Jones Financial Companies first reported a position in PMO in Q1 2021 and held it in 3 quarters. The position peaked at $36K in Q3 2022. 66 funds tracked by Wall St. Rank hold PMO as of Q4 2022.

  • Jones Financial Companies reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2022 after selling out during the quarter.
  • Jones Financial Companies sold 3,700 Franklin Municipal Opportunities Trust shares in Q4 2022, an estimated $36K.
  • Jones Financial Companies first reported a position in Franklin Municipal Opportunities Trust in Q1 2021 and held it in 3 quarters.
  • Jones Financial Companies's Franklin Municipal Opportunities Trust position peaked at $36K in Q3 2022.
  • 66 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2022.

Based on Jones Financial Companies's 13F filing for Q4 2022, filed 13 Feb 2023.