Mid Atlantic Financial Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$403K	Buy	29,430 +8,400	+40%	+$121K	0.03%	544
2021 Q2	$297K	Buy	21,030 +1,300	+7%	+$18.1K	0.02%	672
2021 Q1	$264K	Sell	19,730 -1,000	-5%	-$13.6K	0.02%	678
2020 Q4	$284K	Hold	20,730	–	–	0.02%	603
2020 Q3	$274K	Buy	20,730 +900	+5%	+$12K	0.02%	554
2020 Q2	$253K	Buy	19,830 +500	+3%	+$6.15K	0.02%	545
2020 Q1	$231K	Sell	19,330 -500	-3%	-$6.46K	0.03%	523
2019 Q4	$261K	Buy	19,830 +1,200	+6%	+$15.7K	0.02%	567
2019 Q3	$243K	Buy	18,630 +189	+1%	+$2.48K	0.03%	571
2019 Q2	$233K	Buy	18,441 +511	+3%	+$6.35K	0.02%	599
2019 Q1	$220K	Sell	17,930 -2,237	-11%	-$26.7K	0.02%	604
2018 Q4	$226K	Buy	+20,167	New	+$226K	0.03%	554

Other funds holding PMO

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

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

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

1SB

1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return

CIA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mid Atlantic Financial Management's PMO Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Franklin Municipal Opportunities Trust (PMO) stake by 40% in Q3 2021, buying an estimated $121K and bringing the position to 29,430 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #544.

Mid Atlantic Financial Management first reported a position in PMO in Q4 2018 and has held it in 12 quarters since. 72 funds tracked by Wall St. Rank hold PMO as of Q3 2021.

Mid Atlantic Financial Management held 29,430 shares of Franklin Municipal Opportunities Trust worth $403K as of Q3 2021.
Mid Atlantic Financial Management bought 8,400 Franklin Municipal Opportunities Trust shares in Q3 2021, an estimated $121K.
Franklin Municipal Opportunities Trust made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #544 holding.
Mid Atlantic Financial Management first reported a position in Franklin Municipal Opportunities Trust in Q4 2018 and has held it in 12 quarters since.
72 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.