FPCP
PMO

Fort Point Capital Partners’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Fort Point Capital Partners’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
Q4 		– Sell
-16,500
Closed -$209K – 154
2017
Q3 		$209K Buy
+16,500
New +$208K 0.1% 120

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fort Point Capital Partners's PMO Position: Q4 2017 in Review

Fort Point Capital Partners sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2017, closing a stake of 16,500 shares — an estimated $209K sold.

Fort Point Capital Partners first reported a position in PMO in Q3 2017 and held it in 1 quarter. The position peaked at $209K in Q3 2017. 65 funds tracked by Wall St. Rank hold PMO as of Q4 2017.

  • Fort Point Capital Partners reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2017 after selling out during the quarter.
  • Fort Point Capital Partners sold 16,500 Franklin Municipal Opportunities Trust shares in Q4 2017, an estimated $209K.
  • Fort Point Capital Partners first reported a position in Franklin Municipal Opportunities Trust in Q3 2017 and held it in 1 quarter.
  • Fort Point Capital Partners's Franklin Municipal Opportunities Trust position peaked at $209K in Q3 2017.
  • 65 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2017.

Based on Fort Point Capital Partners's 13F filing for Q4 2017, filed 14 Feb 2018.