ACM
DMO

Arlington Capital Management’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Arlington Capital Management’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
2023
Q4 		– Sell
-13,806
Closed -$148K – 117
2023
Q3 		$148K Sell
13,806
-141
-1% -$1.54K 0.16% 64
2023
Q2 		$148K Buy
+13,947
New +$146K 0.13% 86
2021
Q1 		– Sell
-45,757
Closed -$649K – 61
2020
Q4 		$649K Buy
+45,757
New +$626K 0.89% 30

Other funds holding DMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Arlington Capital Management's DMO Position: Q4 2023 in Review

Arlington Capital Management sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q4 2023, closing a stake of 13,806 shares — an estimated $148K sold.

Arlington Capital Management first reported a position in DMO in Q4 2020 and held it in 3 quarters. The position peaked at $649K in Q4 2020. 44 funds tracked by Wall St. Rank hold DMO as of Q4 2023.

  • Arlington Capital Management reported no remaining Western Asset Mortgage Opportunity Fund position as of Q4 2023 after selling out during the quarter.
  • Arlington Capital Management sold 13,806 Western Asset Mortgage Opportunity Fund shares in Q4 2023, an estimated $148K.
  • Arlington Capital Management first reported a position in Western Asset Mortgage Opportunity Fund in Q4 2020 and held it in 3 quarters.
  • Arlington Capital Management's Western Asset Mortgage Opportunity Fund position peaked at $649K in Q4 2020.
  • 44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q4 2023.

Based on Arlington Capital Management's 13F filing for Q4 2023, filed 7 Feb 2024.