Riggs Asset Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Riggs Asset Management’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	-1,500	Closed	-$19K	–	286
2017 Q4	$19K	Hold	1,500	–	–	0.01%	169
2017 Q3	$19K	Hold	1,500	–	–	0.01%	175
2017 Q2	$19K	Hold	1,500	–	–	0.01%	190
2017 Q1	$18K	Hold	1,500	–	–	0.01%	164
2016 Q4	$18K	Hold	1,500	–	–	0.01%	162
2016 Q3	$20K	Hold	1,500	–	–	0.01%	156
2016 Q2	$20K	Hold	1,500	–	–	0.01%	157
2016 Q1	$19K	Hold	1,500	–	–	0.01%	144
2015 Q4	$18K	Hold	1,500	–	–	0.01%	154
2015 Q3	$18K	Hold	1,500	–	–	0.01%	147
2015 Q2	$17K	Hold	1,500	–	–	0.01%	183
2015 Q1	$18K	Hold	1,500	–	–	0.01%	170
2014 Q4	$18K	Sell	1,500 -1,500	-50%	-$17.8K	0.01%	173
2014 Q3	$35K	Buy	+3,000	New	+$34.9K	0.02%	127

Other funds holding PMO

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Riggs Asset Management's PMO Position: Q1 2018 in Review

Riggs Asset Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q1 2018, closing a stake of 1,500 shares — an estimated $19K sold.

Riggs Asset Management first reported a position in PMO in Q3 2014 and held it in 14 quarters. The position peaked at $35K in Q3 2014. 70 funds tracked by Wall St. Rank hold PMO as of Q1 2018.

Riggs Asset Management reported no remaining Franklin Municipal Opportunities Trust position as of Q1 2018 after selling out during the quarter.
Riggs Asset Management sold 1,500 Franklin Municipal Opportunities Trust shares in Q1 2018, an estimated $19K.
Riggs Asset Management first reported a position in Franklin Municipal Opportunities Trust in Q3 2014 and held it in 14 quarters.
Riggs Asset Management's Franklin Municipal Opportunities Trust position peaked at $35K in Q3 2014.
70 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2018.

Based on Riggs Asset Management's 13F filing for Q1 2018, filed 17 Apr 2018.