UB
PMO

UMB Bank’s Franklin Municipal Opportunities Trust PMO Stock Holding History

UMB Bank’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
2024
Q4 		– Sell
-1,272
Closed -$13.9K – 2158
2024
Q3 		$13.9K Hold
1,272
– – ﹤0.01% 1364
2024
Q2 		$13.1K Sell
1,272
-762
-37% -$7.61K ﹤0.01% 1211
2024
Q1 		$20.7K Sell
2,034
-665
-25% -$6.83K ﹤0.01% 1068
2023
Q4 		$27.6K Buy
+2,699
New +$25.8K ﹤0.01% 971
2022
Q4 		– Sell
-1,709
Closed -$17K – 1809
2022
Q3 		$17K Hold
1,709
– – ﹤0.01% 1159
2022
Q2 		$20K Hold
1,709
– – ﹤0.01% 1185
2022
Q1 		$20K Buy
1,709
+1,181
+224% +$14.8K ﹤0.01% 1261
2021
Q4 		$8K Buy
+528
New +$7.37K ﹤0.01% 1517

Other funds holding PMO

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UMB Bank's PMO Position: Q4 2024 in Review

UMB Bank sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2024, closing a stake of 1,272 shares — an estimated $13.9K sold.

UMB Bank first reported a position in PMO in Q4 2021 and held it in 8 quarters. The position peaked at $27.6K in Q4 2023. 93 funds tracked by Wall St. Rank hold PMO as of Q4 2024.

  • UMB Bank reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2024 after selling out during the quarter.
  • UMB Bank sold 1,272 Franklin Municipal Opportunities Trust shares in Q4 2024, an estimated $13.9K.
  • UMB Bank first reported a position in Franklin Municipal Opportunities Trust in Q4 2021 and held it in 8 quarters.
  • UMB Bank's Franklin Municipal Opportunities Trust position peaked at $27.6K in Q4 2023.
  • 93 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2024.

Based on UMB Bank's 13F filing for Q4 2024, filed 16 Jan 2025.