IFP Advisors’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

IFP Advisors’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
2017 Q2	–	Sell	-225	Closed	-$5K	–	4280
2017 Q1	$5K	Hold	225	–	–	﹤0.01%	3350
2016 Q4	$5K	Hold	225	–	–	﹤0.01%	3345
2016 Q3	$6K	Hold	225	–	–	﹤0.01%	3171
2016 Q2	$6K	Buy	+225	New	+$5.55K	﹤0.01%	3083

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

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

RJA

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

CAN

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

RJFSA

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

IFP Advisors's MTT Position: Q2 2017 in Review

IFP Advisors sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q2 2017, closing a stake of 225 shares — an estimated $5K sold.

IFP Advisors first reported a position in MTT in Q2 2016 and held it in 4 quarters. The position peaked at $6K in Q3 2016. 25 funds tracked by Wall St. Rank hold MTT as of Q2 2017.

IFP Advisors reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q2 2017 after selling out during the quarter.
IFP Advisors sold 225 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q2 2017, an estimated $5K.
IFP Advisors first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q2 2016 and held it in 4 quarters.
IFP Advisors's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $6K in Q3 2016.
25 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q2 2017.

Based on IFP Advisors's 13F filing for Q2 2017, filed 31 Jul 2017.