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

Rehmann Capital Advisory 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	$54.8K	Hold	4,193	–	–	0.01%	594
2019 Q2	$53.1K	Hold	4,193	–	–	0.01%	809
2019 Q1	$51.4K	Hold	4,193	–	–	0.01%	802
2018 Q4	$47.1K	Hold	4,193	–	–	0.01%	601
2018 Q3	$47.9K	Hold	4,193	–	–	0.01%	817
2018 Q2	$49K	Hold	4,193	–	–	0.01%	786
2018 Q1	$49K	Buy	+4,193	New	+$50K	0.01%	774

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Rehmann Capital Advisory Group's PMO Position: Q3 2019 in Review

Rehmann Capital Advisory Group held its Franklin Municipal Opportunities Trust (PMO) position steady in Q3 2019 at 4,193 shares worth $54.8K. The position accounts for 0.01% of the portfolio, ranked #594.

Rehmann Capital Advisory Group first reported a position in PMO in Q1 2018 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold PMO as of Q3 2019.

Rehmann Capital Advisory Group held 4,193 shares of Franklin Municipal Opportunities Trust worth $54.8K as of Q3 2019.
Rehmann Capital Advisory Group left its Franklin Municipal Opportunities Trust share count unchanged in Q3 2019.
Franklin Municipal Opportunities Trust made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #594 holding.
Rehmann Capital Advisory Group first reported a position in Franklin Municipal Opportunities Trust in Q1 2018 and has held it in 7 quarters since.
71 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.