Ladenburg Thalmann Financial Services’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$384K	Buy	18,350 +851	+5%	+$18.3K	﹤0.01%	2030
2019 Q3	$378K	Buy	17,499 +3,011	+21%	+$65.6K	﹤0.01%	1976
2019 Q2	$317K	Buy	14,488 +3,012	+26%	+$64.8K	﹤0.01%	2110
2019 Q1	$241K	Buy	11,476 +1,259	+12%	+$25.8K	﹤0.01%	2258
2018 Q4	$200K	Buy	10,217 +1,179	+13%	+$23.5K	﹤0.01%	2253
2018 Q3	$185K	Buy	9,038 +24	+0.3%	+$505	﹤0.01%	2369
2018 Q2	$196K	Hold	9,014	–	–	﹤0.01%	2256
2018 Q1	$196K	Buy	9,014 +8	+0.1%	+$170	﹤0.01%	2256
2017 Q4	$188K	Buy	9,006 +16	+0.2%	+$351	﹤0.01%	2250
2017 Q3	$204K	Buy	8,990 +11	+0.1%	+$251	﹤0.01%	2094
2017 Q2	$199K	Buy	8,979 +511	+6%	+$11.5K	﹤0.01%	2029
2017 Q1	$190K	Sell	8,468 -1,489	-15%	-$33.2K	﹤0.01%	1954
2016 Q4	$215K	Buy	9,957 +1,910	+24%	+$43.7K	﹤0.01%	1777
2016 Q3	$199K	Buy	8,047 +610	+8%	+$15K	﹤0.01%	1767
2016 Q2	$185K	Buy	7,437 +910	+14%	+$22.4K	﹤0.01%	1733
2016 Q1	$162K	Buy	6,527 +9	+0.1%	+$219	﹤0.01%	1753
2015 Q4	$158K	Buy	6,518 +11	+0.2%	+$261	﹤0.01%	1742
2015 Q3	$155K	Buy	6,507 +10	+0.2%	+$232	﹤0.01%	1676
2015 Q2	$145K	Buy	6,497 +10	+0.2%	+$233	﹤0.01%	1831
2015 Q1	$157K	Hold	6,487	–	–	﹤0.01%	1757
2014 Q4	$153K	Hold	6,487	–	–	﹤0.01%	1617
2014 Q3	$146K	Buy	6,487 +5,590	+623%	+$125K	﹤0.01%	1382
2014 Q2	$20K	Hold	897	–	–	﹤0.01%	2675
2014 Q1	$20K	Buy	897 +397	+79%	+$8.62K	﹤0.01%	2588
2013 Q4	$11K	Buy	+500	New	+$10.6K	﹤0.01%	2904

Other funds holding MTT

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

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

CAN

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

SWP

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MTT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Western Asset Municipal Defined Opportunity Trust Inc. (MTT) stake by 4.9% in Q4 2019, buying an estimated $18.3K and bringing the position to 18,350 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

Ladenburg Thalmann Financial Services first reported a position in MTT in Q4 2013 and has held it in 25 quarters since. 38 funds tracked by Wall St. Rank hold MTT as of Q4 2019.

Ladenburg Thalmann Financial Services held 18,350 shares of Western Asset Municipal Defined Opportunity Trust Inc. worth $384K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 851 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q4 2019, an estimated $18.3K.
Western Asset Municipal Defined Opportunity Trust Inc. made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2030 holding.
Ladenburg Thalmann Financial Services first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q4 2013 and has held it in 25 quarters since.
38 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.