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Security National Trust’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Security National Trust’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
2014
Q2 		– Sell
-860
Closed -$10K – 539
2014
Q1 		$10K Hold
860
– – ﹤0.01% 417
2013
Q4 		$9K Hold
860
– – ﹤0.01% 424
2013
Q3 		$9K Hold
860
– – ﹤0.01% 405
2013
Q2 		$10K Buy
+860
New +$10.6K ﹤0.01% 379

Other funds holding PMO

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

Security National Trust's PMO Position: Q2 2014 in Review

Security National Trust sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2014, closing a stake of 860 shares — an estimated $10K sold.

Security National Trust first reported a position in PMO in Q2 2013 and held it in 4 quarters. The position peaked at $10K in Q1 2014. 63 funds tracked by Wall St. Rank hold PMO as of Q2 2014.

  • Security National Trust reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2014 after selling out during the quarter.
  • Security National Trust sold 860 Franklin Municipal Opportunities Trust shares in Q2 2014, an estimated $10K.
  • Security National Trust first reported a position in Franklin Municipal Opportunities Trust in Q2 2013 and held it in 4 quarters.
  • Security National Trust's Franklin Municipal Opportunities Trust position peaked at $10K in Q1 2014.
  • 63 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2014.

Based on Security National Trust's 13F filing for Q2 2014, filed 14 Jul 2014.