CA
DMO

Calton & Associates’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-1,766
Closed -$46K – 558
2017
Q4 		$46K Buy
+1,766
New +$44K 0.01% 703

Other funds holding DMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Calton & Associates's DMO Position: Q1 2018 in Review

Calton & Associates sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q1 2018, closing a stake of 1,766 shares — an estimated $46K sold.

Calton & Associates first reported a position in DMO in Q4 2017 and held it in 1 quarter. The position peaked at $46K in Q4 2017. 30 funds tracked by Wall St. Rank hold DMO as of Q1 2018.

  • Calton & Associates reported no remaining Western Asset Mortgage Opportunity Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,766 Western Asset Mortgage Opportunity Fund shares in Q1 2018, an estimated $46K.
  • Calton & Associates first reported a position in Western Asset Mortgage Opportunity Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Western Asset Mortgage Opportunity Fund position peaked at $46K in Q4 2017.
  • 30 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.