Mirae Asset Global Investments
DMO

Mirae Asset Global Investments’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Mirae Asset Global Investments’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
Q4 		– Sell
-33,683
Closed -$521K – 1620
2021
Q3 		$521K Sell
33,683
-28,832
-46% -$457K ﹤0.01% 1478
2021
Q2 		$975K Buy
+62,515
New +$943K ﹤0.01% 1255
2021
Q1 		– Sell
-38,556
Closed -$547K – 1546
2020
Q4 		$547K Buy
38,556
+2,695
+8% +$36.9K ﹤0.01% 1283
2020
Q3 		$470K Buy
35,861
+9,323
+35% +$128K ﹤0.01% 1202
2020
Q2 		$389K Sell
26,538
-3,462
-12% -$45.7K ﹤0.01% 1236
2020
Q1 		$384K Sell
30,000
-441
-1% -$8.42K ﹤0.01% 1115
2019
Q4 		$618K Sell
30,441
-4,655
-13% -$99K ﹤0.01% 1138
2019
Q3 		$764K Buy
35,096
+7,353
+27% +$159K 0.01% 1009
2019
Q2 		$590K Buy
27,743
+1,921
+7% +$40.5K ﹤0.01% 1084
2019
Q1 		$536K Buy
25,822
+5,346
+26% +$112K ﹤0.01% 1027
2018
Q4 		$418K Buy
20,476
+2,086
+11% +$45.7K ﹤0.01% 1051
2018
Q3 		$423K Buy
+18,390
New +$416K ﹤0.01% 1079

Other funds holding DMO

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

Mirae Asset Global Investments's DMO Position: Q4 2021 in Review

Mirae Asset Global Investments sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q4 2021, closing a stake of 33,683 shares — an estimated $521K sold.

Mirae Asset Global Investments first reported a position in DMO in Q3 2018 and held it in 12 quarters. The position peaked at $975K in Q2 2021. 44 funds tracked by Wall St. Rank hold DMO as of Q4 2021.

  • Mirae Asset Global Investments reported no remaining Western Asset Mortgage Opportunity Fund position as of Q4 2021 after selling out during the quarter.
  • Mirae Asset Global Investments sold 33,683 Western Asset Mortgage Opportunity Fund shares in Q4 2021, an estimated $521K.
  • Mirae Asset Global Investments first reported a position in Western Asset Mortgage Opportunity Fund in Q3 2018 and held it in 12 quarters.
  • Mirae Asset Global Investments's Western Asset Mortgage Opportunity Fund position peaked at $975K in Q2 2021.
  • 44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q4 2021.

Based on Mirae Asset Global Investments's 13F filing for Q4 2021, filed 8 Feb 2022.