Cetera Advisors
DMO icon

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

Cetera Advisors’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
2017
Q4 		– Sell
-8,495
Closed -$217K – 803
2017
Q3 		$217K Sell
8,495
-2,025
-19% -$52.8K 0.01% 727
2017
Q2 		$280K Sell
10,520
-700
-6% -$17.7K 0.02% 616
2017
Q1 		$266K Sell
11,220
-1,150
-9% -$26.8K 0.02% 611
2016
Q4 		$282K Sell
12,370
-840
-6% -$19.5K 0.02% 534
2016
Q3 		$317K Buy
+13,210
New +$318K 0.02% 550

Other funds holding DMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Advisor Group
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Horizon Kinetics
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Cetera Advisors's DMO Position: Q4 2017 in Review

Cetera Advisors sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q4 2017, closing a stake of 8,495 shares — an estimated $217K sold.

Cetera Advisors first reported a position in DMO in Q3 2016 and held it in 5 quarters. The position peaked at $317K in Q3 2016. 25 funds tracked by Wall St. Rank hold DMO as of Q4 2017.

  • Cetera Advisors reported no remaining Western Asset Mortgage Opportunity Fund position as of Q4 2017 after selling out during the quarter.
  • Cetera Advisors sold 8,495 Western Asset Mortgage Opportunity Fund shares in Q4 2017, an estimated $217K.
  • Cetera Advisors first reported a position in Western Asset Mortgage Opportunity Fund in Q3 2016 and held it in 5 quarters.
  • Cetera Advisors's Western Asset Mortgage Opportunity Fund position peaked at $317K in Q3 2016.
  • 25 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q4 2017.

Based on Cetera Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.