NEXT Financial Holdings’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$58K	Buy	+2,784	New	+$58.1K	0.01%	686

Other funds holding DMO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

NEXT Financial Holdings's DMO Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Western Asset Mortgage Opportunity Fund (DMO) in Q1 2019: 2,784 shares worth $58K. The stake represents 0.01% of the portfolio and ranks #686 among its holdings.

32 funds tracked by Wall St. Rank hold DMO as of Q1 2019.

NEXT Financial Holdings held 2,784 shares of Western Asset Mortgage Opportunity Fund worth $58K as of Q1 2019.
Western Asset Mortgage Opportunity Fund was a new NEXT Financial Holdings position in Q1 2019.
Western Asset Mortgage Opportunity Fund made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #686 holding.
32 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.