MAFM
DMO

Mid Atlantic Financial Management’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Mid Atlantic Financial Management’s Portfolio DMO Stock Details DMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$1.25M Buy
80,611
+5,209
+7% +$82.5K 0.08% 205
2021
Q2 		$1.18M Buy
75,402
+1,500
+2% +$22.6K 0.08% 211
2021
Q1 		$1.08M Buy
73,902
+15,600
+27% +$225K 0.08% 219
2020
Q4 		$827K Buy
58,302
+6,200
+12% +$84.8K 0.06% 271
2020
Q3 		$701K Sell
52,102
-6,800
-12% -$93.5K 0.06% 279
2020
Q2 		$864K Buy
58,902
+1,600
+3% +$21.1K 0.08% 215
2020
Q1 		$733K Buy
57,302
+11,735
+26% +$224K 0.08% 229
2019
Q4 		$925K Sell
45,567
-3,400
-7% -$72.3K 0.09% 239
2019
Q3 		$1.07M Buy
48,967
+2,000
+4% +$43.3K 0.11% 176
2019
Q2 		$1M Sell
46,967
-900
-2% -$19K 0.1% 194
2019
Q1 		$993K Buy
47,867
+20,000
+72% +$417K 0.11% 187
2018
Q4 		$568K Buy
+27,867
New +$611K 0.07% 296

Other funds holding DMO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Mid Atlantic Financial Management's DMO Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Western Asset Mortgage Opportunity Fund (DMO) stake by 6.9% in Q3 2021, buying an estimated $82.5K and bringing the position to 80,611 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #205.

Mid Atlantic Financial Management first reported a position in DMO in Q4 2018 and has held it in 12 quarters since. 43 funds tracked by Wall St. Rank hold DMO as of Q3 2021.

  • Mid Atlantic Financial Management held 80,611 shares of Western Asset Mortgage Opportunity Fund worth $1.25M as of Q3 2021.
  • Mid Atlantic Financial Management bought 5,209 Western Asset Mortgage Opportunity Fund shares in Q3 2021, an estimated $82.5K.
  • Western Asset Mortgage Opportunity Fund made up 0.08% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #205 holding.
  • Mid Atlantic Financial Management first reported a position in Western Asset Mortgage Opportunity Fund in Q4 2018 and has held it in 12 quarters since.
  • 43 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.