SB
PMO

Strategic Blueprint’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Strategic Blueprint’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 		– Sell
-1,090
Closed -$15K – 1073
2021
Q2 		$15K Buy
+1,090
New +$15.2K ﹤0.01% 881

Other funds holding PMO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Strategic Blueprint's PMO Position: Q3 2021 in Review

Strategic Blueprint sold out of Franklin Municipal Opportunities Trust (PMO) in Q3 2021, closing a stake of 1,090 shares — an estimated $15K sold.

Strategic Blueprint first reported a position in PMO in Q2 2021 and held it in 1 quarter. The position peaked at $15K in Q2 2021. 72 funds tracked by Wall St. Rank hold PMO as of Q3 2021.

  • Strategic Blueprint reported no remaining Franklin Municipal Opportunities Trust position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 1,090 Franklin Municipal Opportunities Trust shares in Q3 2021, an estimated $15K.
  • Strategic Blueprint first reported a position in Franklin Municipal Opportunities Trust in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's Franklin Municipal Opportunities Trust position peaked at $15K in Q2 2021.
  • 72 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.