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

IHT Wealth 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
2018 Q2	–	Sell	-300	Closed	-$6K	–	1513
2018 Q1	$6K	Sell	300 -225	-43%	-$4.79K	﹤0.01%	1319
2017 Q4	$11K	Sell	525 -25	-5%	-$548	﹤0.01%	1182
2017 Q3	$13K	Hold	550	–	–	0.01%	901
2017 Q2	$385	Buy	+550	New	+$12.4K	0.19%	136

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

IHT Wealth Management's MTT Position: Q2 2018 in Review

IHT Wealth Management sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q2 2018, closing a stake of 300 shares — an estimated $6K sold.

IHT Wealth Management first reported a position in MTT in Q2 2017 and held it in 4 quarters. The position peaked at $13K in Q3 2017. 30 funds tracked by Wall St. Rank hold MTT as of Q2 2018.

IHT Wealth Management reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 300 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q2 2018, an estimated $6K.
IHT Wealth Management first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q2 2017 and held it in 4 quarters.
IHT Wealth Management's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $13K in Q3 2017.
30 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.