HighTower Advisors
DMO

HighTower Advisors’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

HighTower Advisors’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
2023
Q3 		– Sell
-16,820
Closed -$174K – 3606
2023
Q2 		$174K Buy
+16,820
New +$176K ﹤0.01% 2920

Other funds holding DMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
API
Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return

HighTower Advisors's DMO Position: Q3 2023 in Review

HighTower Advisors sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q3 2023, closing a stake of 16,820 shares — an estimated $174K sold.

HighTower Advisors first reported a position in DMO in Q2 2023 and held it in 1 quarter. The position peaked at $174K in Q2 2023. 48 funds tracked by Wall St. Rank hold DMO as of Q3 2023.

  • HighTower Advisors reported no remaining Western Asset Mortgage Opportunity Fund position as of Q3 2023 after selling out during the quarter.
  • HighTower Advisors sold 16,820 Western Asset Mortgage Opportunity Fund shares in Q3 2023, an estimated $174K.
  • HighTower Advisors first reported a position in Western Asset Mortgage Opportunity Fund in Q2 2023 and held it in 1 quarter.
  • HighTower Advisors's Western Asset Mortgage Opportunity Fund position peaked at $174K in Q2 2023.
  • 48 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q3 2023.

Based on HighTower Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.