TFS
PMO

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

TrustCore 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
2020
Q3 		– Sell
-200
Closed -$3K – 905
2020
Q2 		$3K Buy
+200
New +$2.46K ﹤0.01% 774

Other funds holding PMO

RCM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrustCore Financial Services's PMO Position: Q3 2020 in Review

TrustCore Financial Services sold out of Franklin Municipal Opportunities Trust (PMO) in Q3 2020, closing a stake of 200 shares — an estimated $3K sold.

TrustCore Financial Services first reported a position in PMO in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 75 funds tracked by Wall St. Rank hold PMO as of Q3 2020.

  • TrustCore Financial Services reported no remaining Franklin Municipal Opportunities Trust position as of Q3 2020 after selling out during the quarter.
  • TrustCore Financial Services sold 200 Franklin Municipal Opportunities Trust shares in Q3 2020, an estimated $3K.
  • TrustCore Financial Services first reported a position in Franklin Municipal Opportunities Trust in Q2 2020 and held it in 1 quarter.
  • TrustCore Financial Services's Franklin Municipal Opportunities Trust position peaked at $3K in Q2 2020.
  • 75 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2020.

Based on TrustCore Financial Services's 13F filing for Q3 2020, filed 2 Nov 2020.