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Verus Capital Partners’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Verus Capital Partners’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
Q1 		– Sell
-3,090
Closed -$41K – 1577
2019
Q4 		$41K Buy
+3,090
New +$40.6K 0.01% 665

Other funds holding PMO

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MSL
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Verus Capital Partners's PMO Position: Q1 2020 in Review

Verus Capital Partners sold out of Franklin Municipal Opportunities Trust (PMO) in Q1 2020, closing a stake of 3,090 shares — an estimated $41K sold.

Verus Capital Partners first reported a position in PMO in Q4 2019 and held it in 1 quarter. The position peaked at $41K in Q4 2019. 74 funds tracked by Wall St. Rank hold PMO as of Q1 2020.

  • Verus Capital Partners reported no remaining Franklin Municipal Opportunities Trust position as of Q1 2020 after selling out during the quarter.
  • Verus Capital Partners sold 3,090 Franklin Municipal Opportunities Trust shares in Q1 2020, an estimated $41K.
  • Verus Capital Partners first reported a position in Franklin Municipal Opportunities Trust in Q4 2019 and held it in 1 quarter.
  • Verus Capital Partners's Franklin Municipal Opportunities Trust position peaked at $41K in Q4 2019.
  • 74 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.