Bay Colony Advisors’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Bay Colony 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
2019 Q4	–	Sell	-21,544	Closed	-$469K	–	264
2019 Q3	$469K	Buy	21,544 +557	+3%	+$12.1K	0.32%	114
2019 Q2	$448K	Buy	+20,987	New	+$442K	0.29%	99

Other funds holding DMO

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Bay Colony Advisors's DMO Position: Q4 2019 in Review

Bay Colony Advisors sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q4 2019, closing a stake of 21,544 shares — an estimated $469K sold.

Bay Colony Advisors first reported a position in DMO in Q2 2019 and held it in 2 quarters. The position peaked at $469K in Q3 2019. 36 funds tracked by Wall St. Rank hold DMO as of Q4 2019.

Bay Colony Advisors reported no remaining Western Asset Mortgage Opportunity Fund position as of Q4 2019 after selling out during the quarter.
Bay Colony Advisors sold 21,544 Western Asset Mortgage Opportunity Fund shares in Q4 2019, an estimated $469K.
Bay Colony Advisors first reported a position in Western Asset Mortgage Opportunity Fund in Q2 2019 and held it in 2 quarters.
Bay Colony Advisors's Western Asset Mortgage Opportunity Fund position peaked at $469K in Q3 2019.
36 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q4 2019.

Based on Bay Colony Advisors's 13F filing for Q4 2019, filed 28 Jan 2020.