MPWT
PMO

MassMutual Private Wealth & Trust’s Franklin Municipal Opportunities Trust PMO Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		– Sell
-1,000
Closed -$10.3K – 2238
2024
Q2 		$10.3K Buy
+1,000
New +$9.98K ﹤0.01% 1084

Other funds holding PMO

MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

MassMutual Private Wealth & Trust's PMO Position: Q3 2024 in Review

MassMutual Private Wealth & Trust sold out of Franklin Municipal Opportunities Trust (PMO) in Q3 2024, closing a stake of 1,000 shares — an estimated $10.3K sold.

MassMutual Private Wealth & Trust first reported a position in PMO in Q2 2024 and held it in 1 quarter. The position peaked at $10.3K in Q2 2024. 98 funds tracked by Wall St. Rank hold PMO as of Q3 2024.

  • MassMutual Private Wealth & Trust reported no remaining Franklin Municipal Opportunities Trust position as of Q3 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,000 Franklin Municipal Opportunities Trust shares in Q3 2024, an estimated $10.3K.
  • MassMutual Private Wealth & Trust first reported a position in Franklin Municipal Opportunities Trust in Q2 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Franklin Municipal Opportunities Trust position peaked at $10.3K in Q2 2024.
  • 98 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2024, filed 2 Oct 2024.