M
MTT

MOTCO’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

MOTCO’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
2018
Q4 		– Sell
-1,000
Closed -$21K – 605
2018
Q3 		$21K Hold
1,000
– – ﹤0.01% 406
2018
Q2 		$21K Hold
1,000
– – ﹤0.01% 388
2018
Q1 		$22K Buy
+1,000
New +$21.3K ﹤0.01% 395

Other funds holding MTT

Bank of America
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

MOTCO's MTT Position: Q4 2018 in Review

MOTCO sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q4 2018, closing a stake of 1,000 shares — an estimated $21K sold.

MOTCO first reported a position in MTT in Q1 2018 and held it in 3 quarters. The position peaked at $22K in Q1 2018. 38 funds tracked by Wall St. Rank hold MTT as of Q4 2018.

  • MOTCO reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q4 2018 after selling out during the quarter.
  • MOTCO sold 1,000 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q4 2018, an estimated $21K.
  • MOTCO first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q1 2018 and held it in 3 quarters.
  • MOTCO's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $22K in Q1 2018.
  • 38 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q4 2018.

Based on MOTCO's 13F filing for Q4 2018, filed 8 Feb 2019.