Next Financial Group’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

Next Financial Group’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
2017 Q3	–	Sell	-200	Closed	-$4K	–	1999
2017 Q2	$4K	Hold	200	–	–	﹤0.01%	1635
2017 Q1	$5K	Sell	200 -800	-80%	-$17.8K	﹤0.01%	1534
2016 Q4	$22K	Sell	1,000 -200	-17%	-$4.58K	﹤0.01%	1337
2016 Q3	$30K	Buy	1,200 +800	+200%	+$19.6K	0.01%	1184
2016 Q2	$9K	Hold	400	–	–	﹤0.01%	1247
2016 Q1	$9K	Hold	400	–	–	﹤0.01%	1215
2015 Q4	$9K	Hold	400	–	–	﹤0.01%	1226
2015 Q3	$9K	Buy	400 +200	+100%	+$4.63K	﹤0.01%	1262
2015 Q2	$4K	Hold	200	–	–	﹤0.01%	1558
2015 Q1	$4K	Hold	200	–	–	﹤0.01%	1569
2014 Q4	$5K	Sell	200 -800	-80%	-$18.3K	﹤0.01%	1526
2014 Q3	$23K	Buy	+1,000	New	+$22.4K	﹤0.01%	1337

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

CAN

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Next Financial Group's MTT Position: Q3 2017 in Review

Next Financial Group sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q3 2017, closing a stake of 200 shares — an estimated $4K sold.

Next Financial Group first reported a position in MTT in Q3 2014 and held it in 12 quarters. The position peaked at $30K in Q3 2016. 21 funds tracked by Wall St. Rank hold MTT as of Q3 2017.

Next Financial Group reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q3 2017 after selling out during the quarter.
Next Financial Group sold 200 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q3 2017, an estimated $4K.
Next Financial Group first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q3 2014 and held it in 12 quarters.
Next Financial Group's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $30K in Q3 2016.
21 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.