Formidable Asset Management’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

Formidable Asset Management’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
2016 Q2	–	Sell	-750	Closed	-$18K	–	464
2016 Q1	$18K	Hold	750	–	–	0.01%	285
2015 Q4	$18K	Hold	750	–	–	0.01%	312
2015 Q3	$17K	Hold	750	–	–	0.01%	333
2015 Q2	$17K	Hold	750	–	–	0.01%	304
2015 Q1	$17K	Hold	750	–	–	0.01%	297
2014 Q4	$18K	Hold	750	–	–	0.01%	273
2014 Q3	$17K	Hold	750	–	–	0.01%	274
2014 Q2	$17K	Hold	750	–	–	0.01%	294
2014 Q1	$17K	Hold	750	–	–	0.01%	271
2013 Q4	$16K	Hold	750	–	–	0.01%	293
2013 Q3	$16K	Buy	+750	New	+$15.6K	0.01%	255

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAN

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Formidable Asset Management's MTT Position: Q2 2016 in Review

Formidable Asset Management sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q2 2016, closing a stake of 750 shares — an estimated $18K sold.

Formidable Asset Management first reported a position in MTT in Q3 2013 and held it in 11 quarters. The position peaked at $18K in Q1 2016. 30 funds tracked by Wall St. Rank hold MTT as of Q2 2016.

Formidable Asset Management reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q2 2016 after selling out during the quarter.
Formidable Asset Management sold 750 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q2 2016, an estimated $18K.
Formidable Asset Management first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q3 2013 and held it in 11 quarters.
Formidable Asset Management's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $18K in Q1 2016.
30 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q2 2016.

Based on Formidable Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.