LNWWM
PMO

Laird Norton Wetherby Wealth Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Laird Norton Wetherby Wealth Management’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 		– Sell
-10,618
Closed -$119K – 678
2018
Q4 		$119K Buy
10,618
+299
+3% +$3.35K 0.02% 613
2018
Q3 		$118K Hold
10,319
– – 0.01% 652
2018
Q2 		$121K Buy
+10,319
New +$120K 0.02% 625
2017
Q3 		– Sell
-10,319
Closed -$129K – 638
2017
Q2 		$129K Sell
10,319
-3,325
-24% -$41.1K 0.02% 548
2017
Q1 		$164K Buy
+13,644
New +$166K 0.03% 537

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

Laird Norton Wetherby Wealth Management's PMO Position: Q1 2019 in Review

Laird Norton Wetherby Wealth Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q1 2019, closing a stake of 10,618 shares — an estimated $119K sold.

Laird Norton Wetherby Wealth Management first reported a position in PMO in Q1 2017 and held it in 5 quarters. The position peaked at $164K in Q1 2017. 74 funds tracked by Wall St. Rank hold PMO as of Q1 2019.

  • Laird Norton Wetherby Wealth Management reported no remaining Franklin Municipal Opportunities Trust position as of Q1 2019 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 10,618 Franklin Municipal Opportunities Trust shares in Q1 2019, an estimated $119K.
  • Laird Norton Wetherby Wealth Management first reported a position in Franklin Municipal Opportunities Trust in Q1 2017 and held it in 5 quarters.
  • Laird Norton Wetherby Wealth Management's Franklin Municipal Opportunities Trust position peaked at $164K in Q1 2017.
  • 74 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2019.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.