BWL
MTT

Bogart Wealth LLC’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

Bogart Wealth LLC’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
2020
Q3 		– Sell
-532
Closed -$11K – 497
2020
Q2 		$11K Hold
532
– – ﹤0.01% 281
2020
Q1 		$10K Hold
532
– – ﹤0.01% 271
2019
Q4 		$11K Buy
+532
New +$11.5K ﹤0.01% 278

Other funds holding MTT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Bogart Wealth LLC's MTT Position: Q3 2020 in Review

Bogart Wealth LLC sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q3 2020, closing a stake of 532 shares — an estimated $11K sold.

Bogart Wealth LLC first reported a position in MTT in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q2 2020. 31 funds tracked by Wall St. Rank hold MTT as of Q3 2020.

  • Bogart Wealth LLC reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q3 2020 after selling out during the quarter.
  • Bogart Wealth LLC sold 532 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q3 2020, an estimated $11K.
  • Bogart Wealth LLC first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q4 2019 and held it in 3 quarters.
  • Bogart Wealth LLC's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $11K in Q2 2020.
  • 31 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q3 2020.

Based on Bogart Wealth LLC's 13F filing for Q3 2020, filed 6 Oct 2020.