FANJ
DMO

Financial Architects (New Jersey)’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Financial Architects (New Jersey)’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
2015
Q3 		– Sell
-990
Closed -$24K – 390
2015
Q2 		$24K Buy
+990
New +$24.2K 0.01% 596

Other funds holding DMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Financial Architects (New Jersey)'s DMO Position: Q3 2015 in Review

Financial Architects (New Jersey) sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q3 2015, closing a stake of 990 shares — an estimated $24K sold.

Financial Architects (New Jersey) first reported a position in DMO in Q2 2015 and held it in 1 quarter. The position peaked at $24K in Q2 2015. 21 funds tracked by Wall St. Rank hold DMO as of Q3 2015.

  • Financial Architects (New Jersey) reported no remaining Western Asset Mortgage Opportunity Fund position as of Q3 2015 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 990 Western Asset Mortgage Opportunity Fund shares in Q3 2015, an estimated $24K.
  • Financial Architects (New Jersey) first reported a position in Western Asset Mortgage Opportunity Fund in Q2 2015 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Western Asset Mortgage Opportunity Fund position peaked at $24K in Q2 2015.
  • 21 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q3 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2015, filed 13 Nov 2015.