BA
PMO

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

Bridgewater 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
2014
Q2 		$132K Hold
11,260
– – 0.11% 95
2014
Q1 		$128K Hold
11,260
– – 0.13% 89
2013
Q4 		$121K Buy
+11,260
New +$122K 0.12% 83

Other funds holding PMO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Bridgewater Advisors's PMO Position: Q2 2014 in Review

Bridgewater Advisors held its Franklin Municipal Opportunities Trust (PMO) position steady in Q2 2014 at 11,260 shares worth $132K. The position accounts for 0.11% of the portfolio, ranked #95.

Bridgewater Advisors first reported a position in PMO in Q4 2013 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold PMO as of Q2 2014.

  • Bridgewater Advisors held 11,260 shares of Franklin Municipal Opportunities Trust worth $132K as of Q2 2014.
  • Bridgewater Advisors left its Franklin Municipal Opportunities Trust share count unchanged in Q2 2014.
  • Franklin Municipal Opportunities Trust made up 0.11% of Bridgewater Advisors's portfolio in Q2 2014, its #95 holding.
  • Bridgewater Advisors first reported a position in Franklin Municipal Opportunities Trust in Q4 2013 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2014.

Based on Bridgewater Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.