Creative Planning’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-500	Closed	-$11K	–	4126
2017 Q2	$11K	Hold	500	–	–	﹤0.01%	3593
2017 Q1	$11K	Hold	500	–	–	﹤0.01%	3558
2016 Q4	$11K	Sell	500 -598	-54%	-$13.7K	﹤0.01%	3516
2016 Q3	$27K	Buy	1,098 +506	+85%	+$12.4K	﹤0.01%	2845
2016 Q2	$15K	Buy	592 +6	+1%	+$148	﹤0.01%	2995
2016 Q1	$15K	Buy	586 +6	+1%	+$146	﹤0.01%	2979
2015 Q4	$14K	Buy	+580	New	+$13.8K	﹤0.01%	3089
2014 Q3	–	Sell	-301	Closed	-$7K	–	4216
2014 Q2	$7K	Buy	+301	New	+$6.71K	﹤0.01%	3071

Other funds holding MTT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Creative Planning's MTT Position: Q3 2017 in Review

Creative Planning sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q3 2017, closing a stake of 500 shares — an estimated $11K sold.

Creative Planning first reported a position in MTT in Q2 2014 and held it in 8 quarters. The position peaked at $27K in Q3 2016. 21 funds tracked by Wall St. Rank hold MTT as of Q3 2017.

Creative Planning reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 500 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q3 2017, an estimated $11K.
Creative Planning first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q2 2014 and held it in 8 quarters.
Creative Planning's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $27K in Q3 2016.
21 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.