SNC
PMO

Stifel Nicolaus & Co’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$416K Buy
38,042
+1,679
+5% +$18.2K 0.01% 987
2013
Q2 		$419K Buy
+36,363
New +$446K 0.01% 927

Other funds holding PMO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

Stifel Nicolaus & Co's PMO Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Franklin Municipal Opportunities Trust (PMO) stake by 4.6% in Q3 2013, buying an estimated $18.2K and bringing the position to 38,042 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #987.

Stifel Nicolaus & Co first reported a position in PMO in Q2 2013 and has held it in 2 quarters since. The position peaked at $419K in Q2 2013. 53 funds tracked by Wall St. Rank hold PMO as of Q3 2013.

  • Stifel Nicolaus & Co held 38,042 shares of Franklin Municipal Opportunities Trust worth $416K as of Q3 2013.
  • Stifel Nicolaus & Co bought 1,679 Franklin Municipal Opportunities Trust shares in Q3 2013, an estimated $18.2K.
  • Franklin Municipal Opportunities Trust made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #987 holding.
  • Stifel Nicolaus & Co first reported a position in Franklin Municipal Opportunities Trust in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Franklin Municipal Opportunities Trust position peaked at $419K in Q2 2013.
  • 53 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.