Logan Stone Capital
PMO icon

Logan Stone Capital’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Logan Stone Capital’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
2025
Q1 		– Sell
-35,936
Closed -$364K – 106
2024
Q4 		$364K Sell
35,936
-199,937
-85% -$2.1M 0.12% 86
2024
Q3 		$2.57M Buy
235,873
+155,530
+194% +$1.63M 0.63% 41
2024
Q2 		$824K Buy
80,343
+13,267
+20% +$132K 0.21% 94
2024
Q1 		$681K Buy
+67,076
New +$689K 0.15% 94

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Melfa Wealth Management
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Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Logan Stone Capital's PMO Position: Q1 2025 in Review

Logan Stone Capital sold out of Franklin Municipal Opportunities Trust (PMO) in Q1 2025, closing a stake of 35,936 shares — an estimated $364K sold.

Logan Stone Capital first reported a position in PMO in Q1 2024 and held it in 4 quarters. The position peaked at $2.57M in Q3 2024. 83 funds tracked by Wall St. Rank hold PMO as of Q1 2025.

  • Logan Stone Capital reported no remaining Franklin Municipal Opportunities Trust position as of Q1 2025 after selling out during the quarter.
  • Logan Stone Capital sold 35,936 Franklin Municipal Opportunities Trust shares in Q1 2025, an estimated $364K.
  • Logan Stone Capital first reported a position in Franklin Municipal Opportunities Trust in Q1 2024 and held it in 4 quarters.
  • Logan Stone Capital's Franklin Municipal Opportunities Trust position peaked at $2.57M in Q3 2024.
  • 83 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2025.

Based on Logan Stone Capital's 13F filing for Q1 2025, filed 15 May 2025.