NFG
PMO

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 $3.21B 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

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.