Cetera Advisor Networks’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Cetera Advisor Networks’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
2022 Q2	–	Sell	-103,605	Closed	-$1.39M	–	2102
2022 Q1	$1.39M	Sell	103,605 -6,000	-5%	-$86K	0.02%	767
2021 Q4	$1.67M	Hold	109,605	–	–	0.02%	678
2021 Q3	$1.69M	Buy	109,605 +34,000	+45%	+$538K	0.02%	612
2021 Q2	$1.18M	Buy	75,605 +35,600	+89%	+$537K	0.02%	749
2021 Q1	$586K	Buy	+40,005	New	+$578K	0.01%	800

Other funds holding DMO

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Cetera Advisor Networks's DMO Position: Q2 2022 in Review

Cetera Advisor Networks sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q2 2022, closing a stake of 103,605 shares — an estimated $1.39M sold.

Cetera Advisor Networks first reported a position in DMO in Q1 2021 and held it in 5 quarters. The position peaked at $1.69M in Q3 2021. 52 funds tracked by Wall St. Rank hold DMO as of Q2 2022.

Cetera Advisor Networks reported no remaining Western Asset Mortgage Opportunity Fund position as of Q2 2022 after selling out during the quarter.
Cetera Advisor Networks sold 103,605 Western Asset Mortgage Opportunity Fund shares in Q2 2022, an estimated $1.39M.
Cetera Advisor Networks first reported a position in Western Asset Mortgage Opportunity Fund in Q1 2021 and held it in 5 quarters.
Cetera Advisor Networks's Western Asset Mortgage Opportunity Fund position peaked at $1.69M in Q3 2021.
52 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2022.

Based on Cetera Advisor Networks's 13F filing for Q2 2022, filed 11 Aug 2022.