OFG
PMO

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

OTA 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
2021
Q4 		– Sell
-14,638
Closed -$200K – 96
2021
Q3 		$200K Buy
+14,638
New +$210K 0.24% 70
2020
Q4 		– Sell
-17,271
Closed -$224K – 74
2020
Q3 		$224K Buy
+17,271
New +$230K 0.21% 62
2014
Q1 		– Sell
-19,354
Closed -$207 – 104
2013
Q4 		$207 Buy
+19,354
New +$209K 0.13% 114

Other funds holding PMO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

OTA Financial Group's PMO Position: Q4 2021 in Review

OTA Financial Group sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2021, closing a stake of 14,638 shares — an estimated $200K sold.

OTA Financial Group first reported a position in PMO in Q4 2013 and held it in 3 quarters. The position peaked at $224K in Q3 2020. 78 funds tracked by Wall St. Rank hold PMO as of Q4 2021.

  • OTA Financial Group reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2021 after selling out during the quarter.
  • OTA Financial Group sold 14,638 Franklin Municipal Opportunities Trust shares in Q4 2021, an estimated $200K.
  • OTA Financial Group first reported a position in Franklin Municipal Opportunities Trust in Q4 2013 and held it in 3 quarters.
  • OTA Financial Group's Franklin Municipal Opportunities Trust position peaked at $224K in Q3 2020.
  • 78 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2021.

Based on OTA Financial Group's 13F filing for Q4 2021, filed 28 Jan 2022.