IFP Advisors
DMO icon

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

IFP 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
Q1 		– Sell
-40
Closed -$1K – 3630
2022
Q4 		$1K Buy
40
+17
+74% +$185 ﹤0.01% 4320
2022
Q3 		$1K Hold
23
– – ﹤0.01% 4531
2022
Q2 		$1K Hold
23
– – ﹤0.01% 4312
2022
Q1 		$1K Buy
+23
New +$330 ﹤0.01% 4312
2019
Q1 		$31K Sell
1,495
-76
-5% -$1.59K ﹤0.01% 1161
2018
Q4 		$33K Sell
1,571
-12,807
-89% -$281K ﹤0.01% 1842
2018
Q3 		$331K Sell
14,378
-2,558
-15% -$57.9K 0.01% 838
2018
Q2 		$390K Sell
16,936
-201
-1% -$4.94K 0.02% 766
2018
Q1 		$423K Hold
17,137
– – 0.02% 686
2017
Q4 		$423K Sell
17,137
-826
-5% -$20.6K 0.02% 685
2017
Q3 		$459K Buy
17,963
+749
+4% +$19.5K 0.02% 721
2017
Q2 		$454K Buy
17,214
+5,870
+52% +$148K 0.02% 717
2017
Q1 		$269K Sell
11,344
-3,801
-25% -$88.7K 0.01% 960
2016
Q4 		$345K Buy
15,145
+1,526
+11% +$35.4K 0.02% 792
2016
Q3 		$325K Buy
13,619
+3,321
+32% +$79.8K 0.02% 777
2016
Q2 		$238K Buy
10,298
+8,803
+589% +$204K 0.01% 891
2016
Q1 		$31K Sell
1,495
-9,287
-86% -$214K ﹤0.01% 1164
2015
Q4 		$254K Buy
+10,782
New +$258K 0.02% 735

Other funds holding DMO

Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Thomas J. Herzfeld Advisors
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $672B AUM 33.48% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

IFP Advisors's DMO Position: Q1 2023 in Review

IFP Advisors sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q1 2023, closing a stake of 40 shares — an estimated $1K sold.

IFP Advisors first reported a position in DMO in Q4 2015 and held it in 18 quarters. The position peaked at $459K in Q3 2017. 49 funds tracked by Wall St. Rank hold DMO as of Q1 2023.

  • IFP Advisors reported no remaining Western Asset Mortgage Opportunity Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 40 Western Asset Mortgage Opportunity Fund shares in Q1 2023, an estimated $1K.
  • IFP Advisors first reported a position in Western Asset Mortgage Opportunity Fund in Q4 2015 and held it in 18 quarters.
  • IFP Advisors's Western Asset Mortgage Opportunity Fund position peaked at $459K in Q3 2017.
  • 49 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.