PAM
DMO

Panagora Asset Management’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Panagora Asset Management’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
Q3 		– Sell
-17
Closed – – 1897
2021
Q2 		$0 Sell
17
-24
-59% -$362 ﹤0.01% 2816
2021
Q1 		$1K Buy
+41
New +$592 ﹤0.01% 2759

Other funds holding DMO

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

Panagora Asset Management's DMO Position: Q3 2021 in Review

Panagora Asset Management sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q3 2021, closing a stake of 17 shares.

Panagora Asset Management first reported a position in DMO in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 43 funds tracked by Wall St. Rank hold DMO as of Q3 2021.

  • Panagora Asset Management reported no remaining Western Asset Mortgage Opportunity Fund position as of Q3 2021 after selling out during the quarter.
  • Panagora Asset Management sold 17 Western Asset Mortgage Opportunity Fund shares in Q3 2021.
  • Panagora Asset Management first reported a position in Western Asset Mortgage Opportunity Fund in Q1 2021 and held it in 2 quarters.
  • Panagora Asset Management's Western Asset Mortgage Opportunity Fund position peaked at $1K in Q1 2021.
  • 43 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q3 2021.

Based on Panagora Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.