SWMG
PMO

Signature Wealth Management Group’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Signature Wealth Management 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
2018
Q4 		– Sell
-781
Closed -$9K – 242
2018
Q3 		$9K Hold
781
– – 0.01% 198
2018
Q2 		$9K Hold
781
– – 0.01% 198
2018
Q1 		$9K Hold
781
– – 0.01% 195
2017
Q4 		$10K Buy
+781
New +$9.8K 0.01% 184

Other funds holding PMO

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Signature Wealth Management Group's PMO Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2018, closing a stake of 781 shares — an estimated $9K sold.

Signature Wealth Management Group first reported a position in PMO in Q4 2017 and held it in 4 quarters. The position peaked at $10K in Q4 2017. 79 funds tracked by Wall St. Rank hold PMO as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 781 Franklin Municipal Opportunities Trust shares in Q4 2018, an estimated $9K.
  • Signature Wealth Management Group first reported a position in Franklin Municipal Opportunities Trust in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Franklin Municipal Opportunities Trust position peaked at $10K in Q4 2017.
  • 79 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.