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

Sonora Investment 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
2021 Q3	$137K	Hold	10,000	–	–	0.02%	253
2021 Q2	$141K	Hold	10,000	–	–	0.02%	236
2021 Q1	$134K	Hold	10,000	–	–	0.01%	349
2020 Q4	$137K	Hold	10,000	–	–	0.01%	356
2020 Q3	$130K	Hold	10,000	–	–	0.01%	327
2020 Q2	$128K	Hold	10,000	–	–	0.01%	296
2020 Q1	$119K	Hold	10,000	–	–	0.01%	286
2019 Q4	$132K	Hold	10,000	–	–	0.01%	295
2019 Q3	$131K	Hold	10,000	–	–	0.01%	295
2019 Q2	$127K	Hold	10,000	–	–	0.01%	292
2019 Q1	$123K	Hold	10,000	–	–	0.02%	289
2018 Q4	$112K	Hold	10,000	–	–	0.02%	278
2018 Q3	$114K	Hold	10,000	–	–	0.02%	271
2018 Q2	$117K	Hold	10,000	–	–	0.02%	255
2018 Q1	$117K	Hold	10,000	–	–	0.02%	247
2017 Q4	$124K	Hold	10,000	–	–	0.02%	243
2017 Q3	$126K	Hold	10,000	–	–	0.02%	231
2017 Q2	$125K	Hold	10,000	–	–	0.02%	226
2017 Q1	$120K	Buy	+10,000	New	+$121K	0.02%	222

Other funds holding PMO

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

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

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1SB

1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sonora Investment Management's PMO Position: Q3 2021 in Review

Sonora Investment Management held its Franklin Municipal Opportunities Trust (PMO) position steady in Q3 2021 at 10,000 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #253.

Sonora Investment Management first reported a position in PMO in Q1 2017 and has held it in 19 quarters since. The position peaked at $141K in Q2 2021. 72 funds tracked by Wall St. Rank hold PMO as of Q3 2021.

Sonora Investment Management held 10,000 shares of Franklin Municipal Opportunities Trust worth $137K as of Q3 2021.
Sonora Investment Management left its Franklin Municipal Opportunities Trust share count unchanged in Q3 2021.
Franklin Municipal Opportunities Trust made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #253 holding.
Sonora Investment Management first reported a position in Franklin Municipal Opportunities Trust in Q1 2017 and has held it in 19 quarters since.
Sonora Investment Management's Franklin Municipal Opportunities Trust position peaked at $141K in Q2 2021.
72 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.