WCG
PMO

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 $26.4B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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.