SIMG
PMO

Sonora Investment Management Group’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Sonora Investment 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
2024
Q3 		– Sell
-10,000
Closed -$102K – 299
2024
Q2 		$102K Hold
10,000
– – 0.01% 274
2024
Q1 		$102K Hold
10,000
– – 0.01% 275
2023
Q4 		$102K Hold
10,000
– – 0.01% 265
2023
Q3 		$92K Hold
10,000
– – 0.01% 251
2023
Q2 		$102K Hold
10,000
– – 0.01% 259
2023
Q1 		$104K Hold
10,000
– – 0.01% 263
2022
Q4 		$109K Hold
10,000
– – 0.01% 260
2022
Q3 		$118K Hold
10,000
– – 0.02% 198
2022
Q2 		$118K Hold
10,000
– – 0.01% 232
2022
Q1 		$117K Hold
10,000
– – 0.01% 218
2021
Q4 		$144K Buy
+10,000
New +$139K 0.02% 207

Other funds holding PMO

MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sonora Investment Management Group's PMO Position: Q3 2024 in Review

Sonora Investment Management Group sold out of Franklin Municipal Opportunities Trust (PMO) in Q3 2024, closing a stake of 10,000 shares — an estimated $102K sold.

Sonora Investment Management Group first reported a position in PMO in Q4 2021 and held it in 11 quarters. The position peaked at $144K in Q4 2021. 98 funds tracked by Wall St. Rank hold PMO as of Q3 2024.

  • Sonora Investment Management Group reported no remaining Franklin Municipal Opportunities Trust position as of Q3 2024 after selling out during the quarter.
  • Sonora Investment Management Group sold 10,000 Franklin Municipal Opportunities Trust shares in Q3 2024, an estimated $102K.
  • Sonora Investment Management Group first reported a position in Franklin Municipal Opportunities Trust in Q4 2021 and held it in 11 quarters.
  • Sonora Investment Management Group's Franklin Municipal Opportunities Trust position peaked at $144K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2024.

Based on Sonora Investment Management Group's 13F filing for Q3 2024, filed 15 Oct 2024.