Fidelity Investments
DMO

Fidelity Investments’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Fidelity Investments’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
2021
Q2 		– Sell
-1
Closed – – 4366
2021
Q1 		$0 Sell
1
-1
-50% -$14 ﹤0.01% 4069
2020
Q4 		$0 Buy
+2
New +$27 ﹤0.01% 3906
2020
Q2 		– Sell
-2
Closed – – 3690
2020
Q1 		$0 Buy
2
+1
+100% +$19 ﹤0.01% 3730
2019
Q4 		$0 Buy
+1
New +$21 ﹤0.01% 3861
2019
Q3 		– Sell
-1
Closed – – 3844
2019
Q2 		$0 Buy
+1
New +$21 ﹤0.01% 3804

Other funds holding DMO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Fidelity Investments's DMO Position: Q2 2021 in Review

Fidelity Investments sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q2 2021, closing a stake of 1 share.

Fidelity Investments first reported a position in DMO in Q2 2019 and held it in 5 quarters. The position peaked at $0 in Q1 2021. 44 funds tracked by Wall St. Rank hold DMO as of Q2 2021.

  • Fidelity Investments reported no remaining Western Asset Mortgage Opportunity Fund position as of Q2 2021 after selling out during the quarter.
  • Fidelity Investments sold 1 Western Asset Mortgage Opportunity Fund share in Q2 2021.
  • Fidelity Investments first reported a position in Western Asset Mortgage Opportunity Fund in Q2 2019 and held it in 5 quarters.
  • Fidelity Investments's Western Asset Mortgage Opportunity Fund position peaked at $0 in Q1 2021.
  • 44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2021.

Based on Fidelity Investments's 13F filing for Q2 2021, filed 13 Aug 2021.