Financial Gravity Asset Management’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Financial Gravity Asset 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
2019 Q3	–	Sell	-59	Closed	-$1K	–	1268
2019 Q2	$1K	Buy	+59	New	+$1.24K	﹤0.01%	1027
2018 Q2	–	Sell	-244	Closed	-$6K	–	1453
2018 Q1	$6K	Buy	+244	New	+$6.09K	0.01%	669

Other funds holding DMO

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Financial Gravity Asset Management's DMO Position: Q3 2019 in Review

Financial Gravity Asset Management sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q3 2019, closing a stake of 59 shares — an estimated $1K sold.

Financial Gravity Asset Management first reported a position in DMO in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 31 funds tracked by Wall St. Rank hold DMO as of Q3 2019.

Financial Gravity Asset Management reported no remaining Western Asset Mortgage Opportunity Fund position as of Q3 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 59 Western Asset Mortgage Opportunity Fund shares in Q3 2019, an estimated $1K.
Financial Gravity Asset Management first reported a position in Western Asset Mortgage Opportunity Fund in Q1 2018 and held it in 2 quarters.
Financial Gravity Asset Management's Western Asset Mortgage Opportunity Fund position peaked at $6K in Q1 2018.
31 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q3 2019.

Based on Financial Gravity Asset Management's 13F filing for Q3 2019, filed 15 Oct 2019.