SFWA
PMO

Summit Financial Wealth Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q3 		– Sell
-1,924
Closed -$22K – 250
2015
Q2 		$22K Buy
+1,924
New +$23K 0.01% 189

Other funds holding PMO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
NVIM
New Vernon Investment Management Highland Park, Illinois $94.2M AUM 4.11% 1-Year Est. Return
SCA
Samson Capital Advisors New York $228M AUM 0.84% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Summit Financial Wealth Advisors's PMO Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of Franklin Municipal Opportunities Trust (PMO) in Q3 2015, closing a stake of 1,924 shares — an estimated $22K sold.

Summit Financial Wealth Advisors first reported a position in PMO in Q2 2015 and held it in 1 quarter. The position peaked at $22K in Q2 2015. 55 funds tracked by Wall St. Rank hold PMO as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining Franklin Municipal Opportunities Trust position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,924 Franklin Municipal Opportunities Trust shares in Q3 2015, an estimated $22K.
  • Summit Financial Wealth Advisors first reported a position in Franklin Municipal Opportunities Trust in Q2 2015 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Franklin Municipal Opportunities Trust position peaked at $22K in Q2 2015.
  • 55 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.