Advisor Group’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

Advisor Group’s Portfolio MTT Stock Details MTT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$49K	Sell	2,333 -2,590	-53%	-$55.8K	﹤0.01%	3432
2019 Q3	$107K	Hold	4,923	–	–	﹤0.01%	2841
2019 Q2	$107K	Hold	4,923	–	–	﹤0.01%	2810
2019 Q1	$103K	Hold	4,923	–	–	﹤0.01%	2836
2018 Q4	$97K	Sell	4,923 -15,679	-76%	-$313K	﹤0.01%	2679
2018 Q3	$422K	Buy	20,602 +15,468	+301%	+$325K	﹤0.01%	1590
2018 Q2	$109K	Hold	5,134	–	–	﹤0.01%	2464
2018 Q1	$111K	Buy	5,134 +106	+2%	+$2.26K	﹤0.01%	2483
2017 Q4	$106K	Sell	5,028 -215	-4%	-$4.71K	﹤0.01%	2524
2017 Q3	$119K	Sell	5,243 -237	-4%	-$5.41K	﹤0.01%	2265
2017 Q2	$121K	Sell	5,480 -1,850	-25%	-$41.6K	﹤0.01%	2153
2017 Q1	$164K	Sell	7,330 -2,981	-29%	-$66.5K	﹤0.01%	1815
2016 Q4	$223K	Buy	10,311 +315	+3%	+$7.21K	0.01%	1476
2016 Q3	$248K	Buy	9,996 +192	+2%	+$4.71K	0.01%	1389
2016 Q2	$243K	Buy	+9,804	New	+$242K	0.01%	1329

Other funds holding MTT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisor Group's MTT Position: Q4 2019 in Review

Advisor Group reduced its Western Asset Municipal Defined Opportunity Trust Inc. (MTT) stake by 53% in Q4 2019, selling an estimated $55.8K and leaving 2,333 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #3432.

Advisor Group first reported a position in MTT in Q2 2016 and has held it in 15 quarters since. The position peaked at $422K in Q3 2018. 38 funds tracked by Wall St. Rank hold MTT as of Q4 2019.

Advisor Group held 2,333 shares of Western Asset Municipal Defined Opportunity Trust Inc. worth $49K as of Q4 2019.
Advisor Group sold 2,590 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q4 2019, an estimated $55.8K.
Western Asset Municipal Defined Opportunity Trust Inc. made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3432 holding.
Advisor Group first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $422K in Q3 2018.
38 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.