JIC
MTT

Joel Isaacson & Co’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

Joel Isaacson & Co’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
2016
Q2 		– Sell
-500
Closed -$12K – 784
2016
Q1 		$12K Buy
+500
New +$12.2K ﹤0.01% 555

Other funds holding MTT

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Joel Isaacson & Co's MTT Position: Q2 2016 in Review

Joel Isaacson & Co sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q2 2016, closing a stake of 500 shares — an estimated $12K sold.

Joel Isaacson & Co first reported a position in MTT in Q1 2016 and held it in 1 quarter. The position peaked at $12K in Q1 2016. 30 funds tracked by Wall St. Rank hold MTT as of Q2 2016.

  • Joel Isaacson & Co reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q2 2016 after selling out during the quarter.
  • Joel Isaacson & Co sold 500 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q2 2016, an estimated $12K.
  • Joel Isaacson & Co first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q1 2016 and held it in 1 quarter.
  • Joel Isaacson & Co's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $12K in Q1 2016.
  • 30 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q2 2016.

Based on Joel Isaacson & Co's 13F filing for Q2 2016, filed 22 Jul 2016.