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PMO

NewEdge Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

NewEdge Advisors’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
Q4 		– Sell
-17,310
Closed -$189K – 3996
2024
Q3 		$189K Sell
17,310
-8,245
-32% -$86.5K ﹤0.01% 2017
2024
Q2 		$262K Buy
25,555
+37
+0.1% +$369 ﹤0.01% 1788
2024
Q1 		$259K Buy
25,518
+2,368
+10% +$24.3K ﹤0.01% 1706
2023
Q4 		$237K Sell
23,150
-11,050
-32% -$105K ﹤0.01% 1646
2023
Q3 		$315K Sell
34,200
-16,000
-32% -$159K ﹤0.01% 1407
2023
Q2 		$513K Sell
50,200
-8,931
-15% -$90.6K 0.01% 1174
2023
Q1 		$599K Buy
59,131
+4,800
+9% +$55.2K 0.01% 1032
2022
Q4 		$491K Buy
54,331
+11,000
+25% +$116K 0.01% 785
2022
Q3 		$424K Sell
43,331
-4,800
-10% -$56.3K 0.01% 1051
2022
Q2 		$568K Buy
48,131
+1,370
+3% +$15.2K 0.01% 928
2022
Q1 		$544K Buy
46,761
+13,150
+39% +$165K 0.01% 831
2021
Q4 		$484K Buy
+33,611
New +$469K 0.01% 1094
2017
Q3 		– Sell
-9,131
Closed -$115K – 921
2017
Q2 		$115K Buy
+9,131
New +$113K 0.02% 388

Other funds holding PMO

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors's PMO Position: Q4 2024 in Review

NewEdge Advisors sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2024, closing a stake of 17,310 shares — an estimated $189K sold.

NewEdge Advisors first reported a position in PMO in Q2 2017 and held it in 13 quarters. The position peaked at $599K in Q1 2023. 93 funds tracked by Wall St. Rank hold PMO as of Q4 2024.

  • NewEdge Advisors reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2024 after selling out during the quarter.
  • NewEdge Advisors sold 17,310 Franklin Municipal Opportunities Trust shares in Q4 2024, an estimated $189K.
  • NewEdge Advisors first reported a position in Franklin Municipal Opportunities Trust in Q2 2017 and held it in 13 quarters.
  • NewEdge Advisors's Franklin Municipal Opportunities Trust position peaked at $599K in Q1 2023.
  • 93 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.