WAM
PMO

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 $2.73B AUM 2.13% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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.