WA
PMO

WFG Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

WFG Advisors’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
Q2 		$6K Hold
504
– – ﹤0.01% 1252
2017
Q1 		$6K Hold
504
– – ﹤0.01% 1187
2016
Q4 		$6K Buy
+504
New +$6.19K ﹤0.01% 1229
2013
Q4 		– Sell
-1,900
Closed -$21K – 2289
2013
Q3 		$21K Buy
1,900
+500
+36% +$5.42K ﹤0.01% 1264
2013
Q2 		$16K Buy
+1,400
New +$17.2K ﹤0.01% 1296

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

WFG Advisors's PMO Position: Q2 2017 in Review

WFG Advisors held its Franklin Municipal Opportunities Trust (PMO) position steady in Q2 2017 at 504 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

WFG Advisors first reported a position in PMO in Q2 2013 and has held it in 5 quarters since. The position peaked at $21K in Q3 2013. 63 funds tracked by Wall St. Rank hold PMO as of Q2 2017.

  • WFG Advisors held 504 shares of Franklin Municipal Opportunities Trust worth $6K as of Q2 2017.
  • WFG Advisors left its Franklin Municipal Opportunities Trust share count unchanged in Q2 2017.
  • Franklin Municipal Opportunities Trust made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1252 holding.
  • WFG Advisors first reported a position in Franklin Municipal Opportunities Trust in Q2 2013 and has held it in 5 quarters since.
  • WFG Advisors's Franklin Municipal Opportunities Trust position peaked at $21K in Q3 2013.
  • 63 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.