Pinnacle Wealth Planning Services’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Pinnacle Wealth Planning 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
2021 Q1	–	Sell	-4,884	Closed	-$67K	–	1525
2020 Q4	$67K	Buy	+4,884	New	+$64.8K	0.02%	657

Other funds holding PMO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Pinnacle Wealth Planning Services's PMO Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Franklin Municipal Opportunities Trust (PMO) in Q1 2021, closing a stake of 4,884 shares — an estimated $67K sold.

Pinnacle Wealth Planning Services first reported a position in PMO in Q4 2020 and held it in 1 quarter. The position peaked at $67K in Q4 2020. 78 funds tracked by Wall St. Rank hold PMO as of Q1 2021.

Pinnacle Wealth Planning Services reported no remaining Franklin Municipal Opportunities Trust position as of Q1 2021 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 4,884 Franklin Municipal Opportunities Trust shares in Q1 2021, an estimated $67K.
Pinnacle Wealth Planning Services first reported a position in Franklin Municipal Opportunities Trust in Q4 2020 and held it in 1 quarter.
Pinnacle Wealth Planning Services's Franklin Municipal Opportunities Trust position peaked at $67K in Q4 2020.
78 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.