IAA
DMO

Independent Advisor Alliance’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-17,280
Closed -$351K – 496
2019
Q4 		$351K Buy
+17,280
New +$367K 0.02% 638

Other funds holding DMO

CF
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Independent Advisor Alliance's DMO Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q1 2020, closing a stake of 17,280 shares — an estimated $351K sold.

Independent Advisor Alliance first reported a position in DMO in Q4 2019 and held it in 1 quarter. The position peaked at $351K in Q4 2019. 34 funds tracked by Wall St. Rank hold DMO as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Western Asset Mortgage Opportunity Fund position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 17,280 Western Asset Mortgage Opportunity Fund shares in Q1 2020, an estimated $351K.
  • Independent Advisor Alliance first reported a position in Western Asset Mortgage Opportunity Fund in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Western Asset Mortgage Opportunity Fund position peaked at $351K in Q4 2019.
  • 34 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.