Ironwood Financial’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

Ironwood Financial’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 Q1	–	Sell	-1,000	Closed	-$21K	–	420
2019 Q4	$21K	Hold	1,000	–	–	0.01%	201
2019 Q3	$22K	Hold	1,000	–	–	0.01%	196
2019 Q2	$22K	Hold	1,000	–	–	0.01%	197
2019 Q1	$21K	Hold	1,000	–	–	0.01%	194
2018 Q4	$20K	Buy	+1,000	New	+$20K	0.01%	184

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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

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 $1.6B AUM 20.7% 1-Year Est. Return

SPIA

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

Ironwood Financial's MTT Position: Q1 2020 in Review

Ironwood Financial sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q1 2020, closing a stake of 1,000 shares — an estimated $21K sold.

Ironwood Financial first reported a position in MTT in Q4 2018 and held it in 5 quarters. The position peaked at $22K in Q3 2019. 34 funds tracked by Wall St. Rank hold MTT as of Q1 2020.

Ironwood Financial reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q1 2020 after selling out during the quarter.
Ironwood Financial sold 1,000 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q1 2020, an estimated $21K.
Ironwood Financial first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q4 2018 and held it in 5 quarters.
Ironwood Financial's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $22K in Q3 2019.
34 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q1 2020.

Based on Ironwood Financial's 13F filing for Q1 2020, filed 27 Apr 2020.