PA
PMO

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

Parallel 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
2022
Q4 		– Sell
-1,240
Closed -$13.1K – 3489
2022
Q3 		$12K Buy
1,240
+400
+48% +$4.69K ﹤0.01% 1930
2022
Q2 		$10K Buy
+840
New +$9.29K ﹤0.01% 1982
2017
Q1 		– Sell
-57
Closed -$1K – 2060
2016
Q4 		$1K Buy
+57
New +$700 ﹤0.01% 1721

Other funds holding PMO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parallel Advisors's PMO Position: Q4 2022 in Review

Parallel Advisors sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2022, closing a stake of 1,240 shares — an estimated $13.1K sold.

Parallel Advisors first reported a position in PMO in Q4 2016 and held it in 3 quarters. The position peaked at $12K in Q3 2022. 66 funds tracked by Wall St. Rank hold PMO as of Q4 2022.

  • Parallel Advisors reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2022 after selling out during the quarter.
  • Parallel Advisors sold 1,240 Franklin Municipal Opportunities Trust shares in Q4 2022, an estimated $13.1K.
  • Parallel Advisors first reported a position in Franklin Municipal Opportunities Trust in Q4 2016 and held it in 3 quarters.
  • Parallel Advisors's Franklin Municipal Opportunities Trust position peaked at $12K in Q3 2022.
  • 66 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2022.

Based on Parallel Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.