Weaver Consulting Group’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Weaver Consulting Group’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 Q4	–	Sell	-66	Closed	-$1K	–	688
2020 Q3	$1K	Hold	66	–	–	﹤0.01%	915
2020 Q2	$1K	Hold	66	–	–	﹤0.01%	891
2020 Q1	$1K	Hold	66	–	–	﹤0.01%	800
2019 Q4	$1K	Hold	66	–	–	﹤0.01%	813
2019 Q3	$1K	Hold	66	–	–	﹤0.01%	794
2019 Q2	$1K	Hold	66	–	–	﹤0.01%	782
2019 Q1	$1K	Buy	+66	New	+$787	﹤0.01%	1438

Other funds holding PMO

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MSL

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Weaver Consulting Group's PMO Position: Q4 2020 in Review

Weaver Consulting Group sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2020, closing a stake of 66 shares — an estimated $1K sold.

Weaver Consulting Group first reported a position in PMO in Q1 2019 and held it in 7 quarters. The position peaked at $1K in Q3 2020. 77 funds tracked by Wall St. Rank hold PMO as of Q4 2020.

Weaver Consulting Group reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 66 Franklin Municipal Opportunities Trust shares in Q4 2020, an estimated $1K.
Weaver Consulting Group first reported a position in Franklin Municipal Opportunities Trust in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's Franklin Municipal Opportunities Trust position peaked at $1K in Q3 2020.
77 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.