OIA
PMO

Optimum Investment Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Optimum Investment 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
2018
Q2 		– Sell
-2,688
Closed -$31K – 1086
2018
Q1 		$31K Buy
+2,688
New +$32.1K 0.01% 620
2015
Q1 		$33K Hold
2,688
– – 0.01% 591
2014
Q4 		$32K Hold
2,688
– – 0.01% 609
2014
Q3 		$32K Hold
2,688
– – 0.01% 555
2014
Q2 		$32K Buy
+2,688
New +$31.2K 0.01% 573

Other funds holding PMO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Optimum Investment Advisors's PMO Position: Q2 2018 in Review

Optimum Investment Advisors sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2018, closing a stake of 2,688 shares — an estimated $31K sold.

Optimum Investment Advisors first reported a position in PMO in Q2 2014 and held it in 5 quarters. The position peaked at $33K in Q1 2015. 70 funds tracked by Wall St. Rank hold PMO as of Q2 2018.

  • Optimum Investment Advisors reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,688 Franklin Municipal Opportunities Trust shares in Q2 2018, an estimated $31K.
  • Optimum Investment Advisors first reported a position in Franklin Municipal Opportunities Trust in Q2 2014 and held it in 5 quarters.
  • Optimum Investment Advisors's Franklin Municipal Opportunities Trust position peaked at $33K in Q1 2015.
  • 70 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2018.

Based on Optimum Investment Advisors's 13F filing for Q2 2018, filed 5 Oct 2018.