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

Ameriprise’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 Q1	–	Sell	-10,659	Closed	-$223K	–	3730
2017 Q4	$223K	Buy	10,659 +246	+2%	+$5.39K	﹤0.01%	3443
2017 Q3	$236K	Buy	10,413 +29	+0.3%	+$662	﹤0.01%	3463
2017 Q2	$230K	Buy	10,384 +1,395	+16%	+$31.4K	﹤0.01%	3514
2017 Q1	$202K	Buy	+8,989	New	+$200K	﹤0.01%	3470
2014 Q4	–	Sell	-1,165	Closed	-$26K	–	4627
2014 Q3	$26K	Hold	1,165	–	–	﹤0.01%	4348
2014 Q2	$26K	Sell	1,165 -895	-43%	-$19.9K	﹤0.01%	4201
2014 Q1	$45K	Buy	2,060 +1,165	+130%	+$25.3K	﹤0.01%	3830
2013 Q4	$19K	Hold	895	–	–	﹤0.01%	4098
2013 Q3	$19K	Hold	895	–	–	﹤0.01%	4461
2013 Q2	$19K	Buy	+895	New	+$20.4K	﹤0.01%	4325

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

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

RJFSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

SWP

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

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

Ameriprise's MTT Position: Q1 2018 in Review

Ameriprise sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q1 2018, closing a stake of 10,659 shares — an estimated $223K sold.

Ameriprise first reported a position in MTT in Q2 2013 and held it in 10 quarters. The position peaked at $236K in Q3 2017. 30 funds tracked by Wall St. Rank hold MTT as of Q1 2018.

Ameriprise reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q1 2018 after selling out during the quarter.
Ameriprise sold 10,659 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q1 2018, an estimated $223K.
Ameriprise first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q2 2013 and held it in 10 quarters.
Ameriprise's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $236K in Q3 2017.
30 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q1 2018.

Based on Ameriprise's 13F filing for Q1 2018, filed 15 May 2018.