Mascoma Wealth Management’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

Mascoma Wealth 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
2019 Q3	–	Sell	-1,420	Closed	-$31K	–	377
2019 Q2	$31K	Hold	1,420	–	–	0.02%	197
2019 Q1	$30K	Hold	1,420	–	–	0.02%	191
2018 Q4	$28K	Hold	1,420	–	–	0.02%	182
2018 Q3	$29K	Hold	1,420	–	–	0.02%	206
2018 Q2	$30K	Hold	1,420	–	–	0.02%	191
2018 Q1	$31K	Hold	1,420	–	–	0.02%	184
2017 Q4	$30K	Hold	1,420	–	–	0.02%	179
2017 Q3	$32K	Hold	1,420	–	–	0.02%	183
2017 Q2	$31K	Buy	+1,420	New	+$31.9K	0.02%	194

Other funds holding MTT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mascoma Wealth Management's MTT Position: Q3 2019 in Review

Mascoma Wealth Management sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q3 2019, closing a stake of 1,420 shares — an estimated $31K sold.

Mascoma Wealth Management first reported a position in MTT in Q2 2017 and held it in 9 quarters. The position peaked at $32K in Q3 2017. 32 funds tracked by Wall St. Rank hold MTT as of Q3 2019.

Mascoma Wealth Management reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q3 2019 after selling out during the quarter.
Mascoma Wealth Management sold 1,420 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q3 2019, an estimated $31K.
Mascoma Wealth Management first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q2 2017 and held it in 9 quarters.
Mascoma Wealth Management's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $32K in Q3 2017.
32 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.