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

Peachtree 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
2015 Q4	–	Sell	-26,674	Closed	-$319K	–	101
2015 Q3	$319K	Sell	26,674 -2,150	-7%	-$25.4K	0.33%	80
2015 Q2	$335K	Sell	28,824 -85,743	-75%	-$1.02M	0.25%	102
2015 Q1	$1.41M	Sell	114,567 -4,750	-4%	-$58.1K	1.01%	24
2014 Q4	$1.43M	Sell	119,317 -18,504	-13%	-$220K	0.96%	21
2014 Q3	$1.61M	Sell	137,821 -42,683	-24%	-$497K	1.08%	21
2014 Q2	$2.12M	Buy	180,504 +1,695	+0.9%	+$19.7K	1.42%	17
2014 Q1	$2.03M	Buy	178,809 +1,118	+0.6%	+$12.6K	1.38%	18
2013 Q4	$1.91M	Buy	+177,691	New	+$1.92M	1.3%	21

Other funds holding PMO

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

NVIM

New Vernon Investment Management Highland Park, Illinois $94.2M AUM 4.11% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

1SB

1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return

Peachtree Investment Advisors's PMO Position: Q4 2015 in Review

Peachtree Investment Advisors sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2015, closing a stake of 26,674 shares — an estimated $319K sold.

Peachtree Investment Advisors first reported a position in PMO in Q4 2013 and held it in 8 quarters. The position peaked at $2.12M in Q2 2014. 54 funds tracked by Wall St. Rank hold PMO as of Q4 2015.

Peachtree Investment Advisors reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 26,674 Franklin Municipal Opportunities Trust shares in Q4 2015, an estimated $319K.
Peachtree Investment Advisors first reported a position in Franklin Municipal Opportunities Trust in Q4 2013 and held it in 8 quarters.
Peachtree Investment Advisors's Franklin Municipal Opportunities Trust position peaked at $2.12M in Q2 2014.
54 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2015.

Based on Peachtree Investment Advisors's 13F filing for Q4 2015, filed 14 Jan 2016.