Doliver Advisors’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

Doliver Advisors’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 Q2	–	Sell	-19,026	Closed	-$427K	–	297
2017 Q1	$427K	Sell	19,026 -2,398	-11%	-$53.5K	0.34%	96
2016 Q4	$463K	Buy	+21,424	New	+$490K	0.39%	83
2013 Q3	–	Sell	-15,118	Closed	-$328K	–	387
2013 Q2	$328K	Buy	+15,118	New	+$344K	0.19%	232

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

CAN

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Doliver Advisors's MTT Position: Q2 2017 in Review

Doliver Advisors sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q2 2017, closing a stake of 19,026 shares — an estimated $427K sold.

Doliver Advisors first reported a position in MTT in Q2 2013 and held it in 3 quarters. The position peaked at $463K in Q4 2016. 25 funds tracked by Wall St. Rank hold MTT as of Q2 2017.

Doliver Advisors reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q2 2017 after selling out during the quarter.
Doliver Advisors sold 19,026 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q2 2017, an estimated $427K.
Doliver Advisors first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q2 2013 and held it in 3 quarters.
Doliver Advisors's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $463K in Q4 2016.
25 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q2 2017.

Based on Doliver Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.