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Sowell Financial Services’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-2,086
Closed -$29K – 2123
2021
Q1 		$29K Buy
+2,086
New +$28.3K ﹤0.01% 1891

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KAS
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Bank of America
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Invesco
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

Sowell Financial Services's PMO Position: Q2 2021 in Review

Sowell Financial Services sold out of Franklin Municipal Opportunities Trust (PMO) in Q2 2021, closing a stake of 2,086 shares — an estimated $29K sold.

Sowell Financial Services first reported a position in PMO in Q1 2021 and held it in 1 quarter. The position peaked at $29K in Q1 2021. 74 funds tracked by Wall St. Rank hold PMO as of Q2 2021.

  • Sowell Financial Services reported no remaining Franklin Municipal Opportunities Trust position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,086 Franklin Municipal Opportunities Trust shares in Q2 2021, an estimated $29K.
  • Sowell Financial Services first reported a position in Franklin Municipal Opportunities Trust in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Franklin Municipal Opportunities Trust position peaked at $29K in Q1 2021.
  • 74 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.