PCG
PMO

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

Private Capital 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
2019
Q3 		– Sell
-730
Closed -$9K – 2406
2019
Q2 		$9K Hold
730
– – ﹤0.01% 1436
2019
Q1 		$9K Hold
730
– – ﹤0.01% 1510
2018
Q4 		$8K Hold
730
– – ﹤0.01% 1474
2018
Q3 		$8K Hold
730
– – ﹤0.01% 1556
2018
Q2 		$8K Hold
730
– – ﹤0.01% 1500
2018
Q1 		$9K Buy
+730
New +$8.71K ﹤0.01% 1419

Other funds holding PMO

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Private Capital Group's PMO Position: Q3 2019 in Review

Private Capital Group sold out of Franklin Municipal Opportunities Trust (PMO) in Q3 2019, closing a stake of 730 shares — an estimated $9K sold.

Private Capital Group first reported a position in PMO in Q1 2018 and held it in 6 quarters. The position peaked at $9K in Q2 2019. 71 funds tracked by Wall St. Rank hold PMO as of Q3 2019.

  • Private Capital Group reported no remaining Franklin Municipal Opportunities Trust position as of Q3 2019 after selling out during the quarter.
  • Private Capital Group sold 730 Franklin Municipal Opportunities Trust shares in Q3 2019, an estimated $9K.
  • Private Capital Group first reported a position in Franklin Municipal Opportunities Trust in Q1 2018 and held it in 6 quarters.
  • Private Capital Group's Franklin Municipal Opportunities Trust position peaked at $9K in Q2 2019.
  • 71 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2019.

Based on Private Capital Group's 13F filing for Q3 2019, filed 13 Nov 2019.