BOPW
MTT

Brandywine Oak Private Wealth’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-525
Closed -$10K – 700
2018
Q4 		$10K Buy
+525
New +$10.5K ﹤0.01% 510

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CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Brandywine Oak Private Wealth's MTT Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q1 2019, closing a stake of 525 shares — an estimated $10K sold.

Brandywine Oak Private Wealth first reported a position in MTT in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 33 funds tracked by Wall St. Rank hold MTT as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 525 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q1 2019, an estimated $10K.
  • Brandywine Oak Private Wealth first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $10K in Q4 2018.
  • 33 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.