APA
DMO

American Portfolios Advisors’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

American Portfolios Advisors’s Portfolio DMO Stock Details DMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$13.5K Buy
1,213
+27
+2% +$323 ﹤0.01% 2384
2022
Q2 		$13.9K Buy
1,186
+26
+2% +$319 ﹤0.01% 2414
2022
Q1 		$15.5K Buy
1,160
+141
+14% +$2.02K ﹤0.01% 2495
2021
Q4 		$15.5K Buy
1,019
+28
+3% +$441 ﹤0.01% 2432
2021
Q3 		$15.3K Buy
991
+21
+2% +$332 ﹤0.01% 2390
2021
Q2 		$15.1K Buy
970
+22
+2% +$332 ﹤0.01% 2331
2021
Q1 		$13.9K Buy
948
+15
+2% +$217 ﹤0.01% 2242
2020
Q4 		$13.2K Buy
933
+30
+3% +$410 ﹤0.01% 1987
2020
Q3 		$11.8K Buy
903
+25
+3% +$344 ﹤0.01% 1915
2020
Q2 		$12.9K Buy
878
+28
+3% +$370 ﹤0.01% 1827
2020
Q1 		$10.9K Buy
850
+12
+1% +$229 ﹤0.01% 1772
2019
Q4 		$17K Sell
838
-448
-35% -$9.53K ﹤0.01% 1786
2019
Q3 		$28K Buy
1,286
+29
+2% +$628 ﹤0.01% 1525
2019
Q2 		$26.9K Buy
1,257
+438
+53% +$9.22K ﹤0.01% 1546
2019
Q1 		$17K Buy
819
+409
+100% +$8.54K ﹤0.01% 1640
2018
Q4 		$8.37K Buy
410
+10
+3% +$219 ﹤0.01% 1691
2018
Q3 		$9.2K Buy
400
+10
+3% +$226 ﹤0.01% 1777
2018
Q2 		$8.99K Buy
390
+9
+2% +$221 ﹤0.01% 1762
2018
Q1 		$9.31K Buy
381
+17
+5% +$425 ﹤0.01% 1657
2017
Q4 		$8.97K Buy
+364
New +$9.06K ﹤0.01% 1607

Other funds holding DMO

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

American Portfolios Advisors's DMO Position: Q3 2022 in Review

American Portfolios Advisors increased its Western Asset Mortgage Opportunity Fund (DMO) stake by 2.3% in Q3 2022, buying an estimated $323 and bringing the position to 1,213 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2384.

American Portfolios Advisors first reported a position in DMO in Q4 2017 and has held it in 20 quarters since. The position peaked at $28K in Q3 2019. 45 funds tracked by Wall St. Rank hold DMO as of Q3 2022.

  • American Portfolios Advisors held 1,213 shares of Western Asset Mortgage Opportunity Fund worth $13.5K as of Q3 2022.
  • American Portfolios Advisors bought 27 Western Asset Mortgage Opportunity Fund shares in Q3 2022, an estimated $323.
  • Western Asset Mortgage Opportunity Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2384 holding.
  • American Portfolios Advisors first reported a position in Western Asset Mortgage Opportunity Fund in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Western Asset Mortgage Opportunity Fund position peaked at $28K in Q3 2019.
  • 45 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.