NNP
PMO

Nachman Norwood & Parrott’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-1,300
Closed -$17K – 818
2020
Q3 		$17K Buy
+1,300
New +$17.3K ﹤0.01% 657

Other funds holding PMO

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
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

Nachman Norwood & Parrott's PMO Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2020, closing a stake of 1,300 shares — an estimated $17K sold.

Nachman Norwood & Parrott first reported a position in PMO in Q3 2020 and held it in 1 quarter. The position peaked at $17K in Q3 2020. 77 funds tracked by Wall St. Rank hold PMO as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 1,300 Franklin Municipal Opportunities Trust shares in Q4 2020, an estimated $17K.
  • Nachman Norwood & Parrott first reported a position in Franklin Municipal Opportunities Trust in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's Franklin Municipal Opportunities Trust position peaked at $17K in Q3 2020.
  • 77 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.