Proficio Capital Partners’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Proficio Capital Partners’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
2018 Q1	–	Sell	-450	Closed	-$6K	–	1327
2017 Q4	$6K	Sell	450 -270	-38%	-$3.39K	﹤0.01%	941
2017 Q3	$9K	Hold	720	–	–	﹤0.01%	827
2017 Q2	$9K	Sell	720 -1,172	-62%	-$14.5K	﹤0.01%	831
2017 Q1	$23K	Sell	1,892 -150	-7%	-$1.82K	0.01%	574
2016 Q4	$24K	Hold	2,042	–	–	0.01%	404
2016 Q3	$27K	Buy	2,042 +792	+63%	+$10.6K	0.02%	378
2016 Q2	$17K	Buy	1,250 +450	+56%	+$5.91K	0.01%	461
2016 Q1	$10K	Buy	+800	New	+$9.99K	0.01%	411

Other funds holding PMO

MSL

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

AAM

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

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

Proficio Capital Partners's PMO Position: Q1 2018 in Review

Proficio Capital Partners sold out of Franklin Municipal Opportunities Trust (PMO) in Q1 2018, closing a stake of 450 shares — an estimated $6K sold.

Proficio Capital Partners first reported a position in PMO in Q1 2016 and held it in 8 quarters. The position peaked at $27K in Q3 2016. 70 funds tracked by Wall St. Rank hold PMO as of Q1 2018.

Proficio Capital Partners reported no remaining Franklin Municipal Opportunities Trust position as of Q1 2018 after selling out during the quarter.
Proficio Capital Partners sold 450 Franklin Municipal Opportunities Trust shares in Q1 2018, an estimated $6K.
Proficio Capital Partners first reported a position in Franklin Municipal Opportunities Trust in Q1 2016 and held it in 8 quarters.
Proficio Capital Partners's Franklin Municipal Opportunities Trust position peaked at $27K in Q3 2016.
70 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2018.

Based on Proficio Capital Partners's 13F filing for Q1 2018, filed 14 May 2018.