PAS
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Partnervest Advisory Services’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Partnervest Advisory Services’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
2019
Q4 		– Sell
-12,149
Closed -$159K – 271
2019
Q3 		$159K Buy
+12,149
New +$159K 0.06% 235

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UBS Group
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Fiera Capital (Canada)
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Partnervest Advisory Services's PMO Position: Q4 2019 in Review

Partnervest Advisory Services sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2019, closing a stake of 12,149 shares — an estimated $159K sold.

Partnervest Advisory Services first reported a position in PMO in Q3 2019 and held it in 1 quarter. The position peaked at $159K in Q3 2019. 71 funds tracked by Wall St. Rank hold PMO as of Q4 2019.

  • Partnervest Advisory Services reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2019 after selling out during the quarter.
  • Partnervest Advisory Services sold 12,149 Franklin Municipal Opportunities Trust shares in Q4 2019, an estimated $159K.
  • Partnervest Advisory Services first reported a position in Franklin Municipal Opportunities Trust in Q3 2019 and held it in 1 quarter.
  • Partnervest Advisory Services's Franklin Municipal Opportunities Trust position peaked at $159K in Q3 2019.
  • 71 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2019.

Based on Partnervest Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.