Next Financial Group’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Next Financial Group’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	-1,000	Closed	-$12K	–	1937
2014 Q4	$12K	Buy	+1,000	New	+$11.9K	﹤0.01%	1176

Other funds holding PMO

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NVIM

New Vernon Investment Management Highland Park, Illinois $81.7M AUM 8.29% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Next Financial Group's PMO Position: Q1 2015 in Review

Next Financial Group sold out of Franklin Municipal Opportunities Trust (PMO) in Q1 2015, closing a stake of 1,000 shares — an estimated $12K sold.

Next Financial Group first reported a position in PMO in Q4 2014 and held it in 1 quarter. The position peaked at $12K in Q4 2014. 53 funds tracked by Wall St. Rank hold PMO as of Q1 2015.

Next Financial Group reported no remaining Franklin Municipal Opportunities Trust position as of Q1 2015 after selling out during the quarter.
Next Financial Group sold 1,000 Franklin Municipal Opportunities Trust shares in Q1 2015, an estimated $12K.
Next Financial Group first reported a position in Franklin Municipal Opportunities Trust in Q4 2014 and held it in 1 quarter.
Next Financial Group's Franklin Municipal Opportunities Trust position peaked at $12K in Q4 2014.
53 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2015.

Based on Next Financial Group's 13F filing for Q1 2015, filed 15 Apr 2015.