PAS
PMO

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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MSL
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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.