Advocacy Wealth Management Services’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

Advocacy Wealth Management Services’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
2018 Q2	–	Sell	-650	Closed	-$14K	–	207
2018 Q1	$14K	Buy	+650	New	+$13.8K	0.01%	116
2016 Q4	–	Sell	-11,208	Closed	-$278K	–	395
2016 Q3	$278K	Sell	11,208 -5,986	-35%	-$147K	0.11%	44
2016 Q2	$427K	Sell	17,194 -4,960	-22%	-$122K	0.22%	40
2016 Q1	$549K	Buy	+22,154	New	+$539K	0.38%	42

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

SWP

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Advocacy Wealth Management Services's MTT Position: Q2 2018 in Review

Advocacy Wealth Management Services sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q2 2018, closing a stake of 650 shares — an estimated $14K sold.

Advocacy Wealth Management Services first reported a position in MTT in Q1 2016 and held it in 4 quarters. The position peaked at $549K in Q1 2016. 30 funds tracked by Wall St. Rank hold MTT as of Q2 2018.

Advocacy Wealth Management Services reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q2 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 650 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q2 2018, an estimated $14K.
Advocacy Wealth Management Services first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q1 2016 and held it in 4 quarters.
Advocacy Wealth Management Services's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $549K in Q1 2016.
30 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q2 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2018, filed 9 Jul 2018.