Snowden Capital Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Snowden Capital Advisors’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
2022 Q4	–	Sell	-27,305	Closed	-$267K	–	1168
2022 Q3	$267K	Buy	27,305 +218	+0.8%	+$2.56K	0.01%	938
2022 Q2	$319K	Buy	+27,087	New	+$300K	0.01%	834
2021 Q2	–	Sell	-18,610	Closed	-$249K	–	892
2021 Q1	$249K	Hold	18,610	–	–	0.01%	694
2020 Q4	$255K	Hold	18,610	–	–	0.02%	562
2020 Q3	$241K	Buy	+18,610	New	+$248K	0.02%	508

Other funds holding PMO

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Snowden Capital Advisors's PMO Position: Q4 2022 in Review

Snowden Capital Advisors sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2022, closing a stake of 27,305 shares — an estimated $267K sold.

Snowden Capital Advisors first reported a position in PMO in Q3 2020 and held it in 5 quarters. The position peaked at $319K in Q2 2022. 66 funds tracked by Wall St. Rank hold PMO as of Q4 2022.

Snowden Capital Advisors reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2022 after selling out during the quarter.
Snowden Capital Advisors sold 27,305 Franklin Municipal Opportunities Trust shares in Q4 2022, an estimated $267K.
Snowden Capital Advisors first reported a position in Franklin Municipal Opportunities Trust in Q3 2020 and held it in 5 quarters.
Snowden Capital Advisors's Franklin Municipal Opportunities Trust position peaked at $319K in Q2 2022.
66 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2022.

Based on Snowden Capital Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.