CSPIA
DMO

Cary Street Partners Investment Advisory’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Cary Street Partners Investment Advisory’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
2020
Q4 		– Sell
-2,000
Closed -$26K – 478
2020
Q3 		$26K Buy
+2,000
New +$27.5K 0.01% 605

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TJHA
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KPWS
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IWC
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FM
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Cary Street Partners Investment Advisory's DMO Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q4 2020, closing a stake of 2,000 shares — an estimated $26K sold.

Cary Street Partners Investment Advisory first reported a position in DMO in Q3 2020 and held it in 1 quarter. The position peaked at $26K in Q3 2020. 46 funds tracked by Wall St. Rank hold DMO as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining Western Asset Mortgage Opportunity Fund position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 2,000 Western Asset Mortgage Opportunity Fund shares in Q4 2020, an estimated $26K.
  • Cary Street Partners Investment Advisory first reported a position in Western Asset Mortgage Opportunity Fund in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Western Asset Mortgage Opportunity Fund position peaked at $26K in Q3 2020.
  • 46 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.