Wealthspire Advisors (Maryland)’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Wealthspire Advisors (Maryland)’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
2017 Q1	–	Sell	-2,081	Closed	-$25K	–	1995
2016 Q4	$25K	Hold	2,081	–	–	﹤0.01%	958
2016 Q3	$28K	Hold	2,081	–	–	﹤0.01%	961
2016 Q2	$28K	Hold	2,081	–	–	﹤0.01%	888
2016 Q1	$26K	Hold	2,081	–	–	﹤0.01%	877
2015 Q4	$26K	Buy	+2,081	New	+$25K	﹤0.01%	896

Other funds holding PMO

MSL

Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PMO Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of Franklin Municipal Opportunities Trust (PMO) in Q1 2017, closing a stake of 2,081 shares — an estimated $25K sold.

Wealthspire Advisors (Maryland) first reported a position in PMO in Q4 2015 and held it in 5 quarters. The position peaked at $28K in Q3 2016. 59 funds tracked by Wall St. Rank hold PMO as of Q1 2017.

Wealthspire Advisors (Maryland) reported no remaining Franklin Municipal Opportunities Trust position as of Q1 2017 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,081 Franklin Municipal Opportunities Trust shares in Q1 2017, an estimated $25K.
Wealthspire Advisors (Maryland) first reported a position in Franklin Municipal Opportunities Trust in Q4 2015 and held it in 5 quarters.
Wealthspire Advisors (Maryland)'s Franklin Municipal Opportunities Trust position peaked at $28K in Q3 2016.
59 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.