Indie Asset Partners’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

Indie Asset Partners’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
2021 Q1	–	Sell	-12,500	Closed	-$260K	–	128
2020 Q4	$260K	Sell	12,500 -20,000	-62%	-$408K	0.3%	85
2020 Q3	$658K	Sell	32,500 -6,500	-17%	-$132K	0.82%	30
2020 Q2	$805K	Buy	39,000 +29,000	+290%	+$555K	1.01%	24
2020 Q1	$189K	Buy	+10,000	New	+$206K	0.24%	73

Other funds holding MTT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

CAN

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Indie Asset Partners's MTT Position: Q1 2021 in Review

Indie Asset Partners sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q1 2021, closing a stake of 12,500 shares — an estimated $260K sold.

Indie Asset Partners first reported a position in MTT in Q1 2020 and held it in 4 quarters. The position peaked at $805K in Q2 2020. 30 funds tracked by Wall St. Rank hold MTT as of Q1 2021.

Indie Asset Partners reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q1 2021 after selling out during the quarter.
Indie Asset Partners sold 12,500 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q1 2021, an estimated $260K.
Indie Asset Partners first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q1 2020 and held it in 4 quarters.
Indie Asset Partners's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $805K in Q2 2020.
30 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q1 2021.

Based on Indie Asset Partners's 13F filing for Q1 2021, filed 13 May 2021.