PPA
DMO

Parametric Portfolio Associates’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Parametric Portfolio Associates’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
2020
Q2 		– Sell
-32,782
Closed -$420K – 3941
2020
Q1 		$420K Buy
+32,782
New +$626K ﹤0.01% 3257

Other funds holding DMO

CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Parametric Portfolio Associates's DMO Position: Q2 2020 in Review

Parametric Portfolio Associates sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q2 2020, closing a stake of 32,782 shares — an estimated $420K sold.

Parametric Portfolio Associates first reported a position in DMO in Q1 2020 and held it in 1 quarter. The position peaked at $420K in Q1 2020. 39 funds tracked by Wall St. Rank hold DMO as of Q2 2020.

  • Parametric Portfolio Associates reported no remaining Western Asset Mortgage Opportunity Fund position as of Q2 2020 after selling out during the quarter.
  • Parametric Portfolio Associates sold 32,782 Western Asset Mortgage Opportunity Fund shares in Q2 2020, an estimated $420K.
  • Parametric Portfolio Associates first reported a position in Western Asset Mortgage Opportunity Fund in Q1 2020 and held it in 1 quarter.
  • Parametric Portfolio Associates's Western Asset Mortgage Opportunity Fund position peaked at $420K in Q1 2020.
  • 39 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2020.

Based on Parametric Portfolio Associates's 13F filing for Q2 2020, filed 13 Aug 2020.