Merriman Wealth Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Merriman 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
2020 Q2	–	Sell	-13,056	Closed	-$156K	–	179
2020 Q1	$156K	Hold	13,056	–	–	0.03%	147
2019 Q4	$172K	Hold	13,056	–	–	0.03%	173
2019 Q3	$171K	Hold	13,056	–	–	0.03%	168
2019 Q2	$1.66K	Sell	13,056 -944	-7%	-$11.7K	0.03%	182
2019 Q1	$172K	Buy	+14,000	New	+$167K	0.03%	195

Other funds holding PMO

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Merriman Wealth Management's PMO Position: Q2 2020 in Review

Merriman Wealth Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2020, closing a stake of 13,056 shares — an estimated $156K sold.

Merriman Wealth Management first reported a position in PMO in Q1 2019 and held it in 5 quarters. The position peaked at $172K in Q4 2019. 70 funds tracked by Wall St. Rank hold PMO as of Q2 2020.

Merriman Wealth Management reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2020 after selling out during the quarter.
Merriman Wealth Management sold 13,056 Franklin Municipal Opportunities Trust shares in Q2 2020, an estimated $156K.
Merriman Wealth Management first reported a position in Franklin Municipal Opportunities Trust in Q1 2019 and held it in 5 quarters.
Merriman Wealth Management's Franklin Municipal Opportunities Trust position peaked at $172K in Q4 2019.
70 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2020.

Based on Merriman Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.