OLA
MTT

Oliver Luxxe Assets’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

Oliver Luxxe Assets’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
2021
Q1 		– Sell
-27,501
Closed -$574K – 193
2020
Q4 		$574K Sell
27,501
-1,505
-5% -$30.7K 0.18% 115
2020
Q3 		$587K Buy
+29,006
New +$589K 0.22% 105

Other funds holding MTT

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Oliver Luxxe Assets's MTT Position: Q1 2021 in Review

Oliver Luxxe Assets sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q1 2021, closing a stake of 27,501 shares — an estimated $574K sold.

Oliver Luxxe Assets first reported a position in MTT in Q3 2020 and held it in 2 quarters. The position peaked at $587K in Q3 2020. 30 funds tracked by Wall St. Rank hold MTT as of Q1 2021.

  • Oliver Luxxe Assets reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q1 2021 after selling out during the quarter.
  • Oliver Luxxe Assets sold 27,501 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q1 2021, an estimated $574K.
  • Oliver Luxxe Assets first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q3 2020 and held it in 2 quarters.
  • Oliver Luxxe Assets's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $587K in Q3 2020.
  • 30 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q1 2021.

Based on Oliver Luxxe Assets's 13F filing for Q1 2021, filed 29 Apr 2021.