Private Advisor Group’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Private Advisor Group’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	-11,673	Closed	-$160K	–	1954
2020 Q4	$160K	Hold	11,673	–	–	﹤0.01%	1656
2020 Q3	$151K	Hold	11,673	–	–	﹤0.01%	1448
2020 Q2	$149K	Buy	+11,673	New	+$144K	﹤0.01%	1491
2014 Q3	–	Sell	-10,050	Closed	-$118K	–	1315
2014 Q2	$118K	Hold	10,050	–	–	0.01%	847
2014 Q1	$114K	Hold	10,050	–	–	0.01%	761
2013 Q4	$108K	Buy	+10,050	New	+$109K	0.01%	707

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

Private Advisor Group's PMO Position: Q1 2021 in Review

Private Advisor Group sold out of Franklin Municipal Opportunities Trust (PMO) in Q1 2021, closing a stake of 11,673 shares — an estimated $160K sold.

Private Advisor Group first reported a position in PMO in Q4 2013 and held it in 6 quarters. The position peaked at $160K in Q4 2020. 78 funds tracked by Wall St. Rank hold PMO as of Q1 2021.

Private Advisor Group reported no remaining Franklin Municipal Opportunities Trust position as of Q1 2021 after selling out during the quarter.
Private Advisor Group sold 11,673 Franklin Municipal Opportunities Trust shares in Q1 2021, an estimated $160K.
Private Advisor Group first reported a position in Franklin Municipal Opportunities Trust in Q4 2013 and held it in 6 quarters.
Private Advisor Group's Franklin Municipal Opportunities Trust position peaked at $160K in Q4 2020.
78 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2021.

Based on Private Advisor Group's 13F filing for Q1 2021, filed 22 Apr 2021.