NPC
PMO

National Planning Corporation’s Franklin Municipal Opportunities Trust PMO Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-4,267
Closed -$51.9K – 1674
2014
Q4 		$51.9K Buy
+4,267
New +$50.7K ﹤0.01% 1245

Other funds holding PMO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $94.2M AUM 4.11% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

National Planning Corporation's PMO Position: Q1 2015 in Review

National Planning Corporation sold out of Franklin Municipal Opportunities Trust (PMO) in Q1 2015, closing a stake of 4,267 shares — an estimated $51.9K sold.

National Planning Corporation first reported a position in PMO in Q4 2014 and held it in 1 quarter. The position peaked at $51.9K in Q4 2014. 53 funds tracked by Wall St. Rank hold PMO as of Q1 2015.

  • National Planning Corporation reported no remaining Franklin Municipal Opportunities Trust position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 4,267 Franklin Municipal Opportunities Trust shares in Q1 2015, an estimated $51.9K.
  • National Planning Corporation first reported a position in Franklin Municipal Opportunities Trust in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Franklin Municipal Opportunities Trust position peaked at $51.9K in Q4 2014.
  • 53 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.