EWM
DMO

Edge Wealth Management’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Edge Wealth Management’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
Q2 		– Sell
-10,000
Closed -$128K – 688
2020
Q1 		$128K Buy
+10,000
New +$191K 0.03% 158

Other funds holding DMO

CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Edge Wealth Management's DMO Position: Q2 2020 in Review

Edge Wealth Management sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q2 2020, closing a stake of 10,000 shares — an estimated $128K sold.

Edge Wealth Management first reported a position in DMO in Q1 2020 and held it in 1 quarter. The position peaked at $128K in Q1 2020. 39 funds tracked by Wall St. Rank hold DMO as of Q2 2020.

  • Edge Wealth Management reported no remaining Western Asset Mortgage Opportunity Fund position as of Q2 2020 after selling out during the quarter.
  • Edge Wealth Management sold 10,000 Western Asset Mortgage Opportunity Fund shares in Q2 2020, an estimated $128K.
  • Edge Wealth Management first reported a position in Western Asset Mortgage Opportunity Fund in Q1 2020 and held it in 1 quarter.
  • Edge Wealth Management's Western Asset Mortgage Opportunity Fund position peaked at $128K in Q1 2020.
  • 39 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2020.

Based on Edge Wealth Management's 13F filing for Q2 2020, filed 3 Aug 2020.