Institutional & Family Asset Management’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

Institutional & Family Asset 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
2020 Q2	–	Sell	-182	Closed	-$3K	–	935
2020 Q1	$3K	Buy	182 +1	+0.6%	+$21	﹤0.01%	615
2019 Q4	$4K	Buy	181 +2	+1%	+$43	﹤0.01%	640
2019 Q3	$4K	Buy	179 +2	+1%	+$44	﹤0.01%	609
2019 Q2	$4K	Buy	177 +2	+1%	+$43	﹤0.01%	644
2019 Q1	$4K	Buy	175 +1	+0.6%	+$20	﹤0.01%	640
2018 Q4	$3K	Sell	174 -1,845	-91%	-$36.8K	﹤0.01%	665
2018 Q3	$41K	Buy	2,019 +2	+0.1%	+$42	0.01%	373
2018 Q2	$43K	Buy	2,017 +2	+0.1%	+$43	0.01%	363
2018 Q1	$44K	Buy	+2,015	New	+$42.9K	0.01%	341

Other funds holding MTT

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

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

1CP

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

SPIA

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

CAN

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

Institutional & Family Asset Management's MTT Position: Q2 2020 in Review

Institutional & Family Asset Management sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q2 2020, closing a stake of 182 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in MTT in Q1 2018 and held it in 9 quarters. The position peaked at $44K in Q1 2018. 31 funds tracked by Wall St. Rank hold MTT as of Q2 2020.

Institutional & Family Asset Management reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q2 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 182 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q2 2020, an estimated $3K.
Institutional & Family Asset Management first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q1 2018 and held it in 9 quarters.
Institutional & Family Asset Management's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $44K in Q1 2018.
31 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q2 2020.

Based on Institutional & Family Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.