PSUF
DMO

People's United Financial’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

People's United Financial’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
2017
Q3 		– Sell
-1,000
Closed -$26K – 626
2017
Q2 		$26K Hold
1,000
– – ﹤0.01% 799
2017
Q1 		$24K Buy
1,000
+750
+300% +$17.5K ﹤0.01% 795
2016
Q4 		$6K Sell
250
-1,000
-80% -$23.2K ﹤0.01% 910
2016
Q3 		$30K Hold
1,250
– – ﹤0.01% 622
2016
Q2 		$29K Hold
1,250
– – ﹤0.01% 625
2016
Q1 		$28K Hold
1,250
– – ﹤0.01% 622
2015
Q4 		$29K Buy
1,250
+300
+32% +$7.19K ﹤0.01% 628
2015
Q3 		$24K Buy
+950
New +$23.4K ﹤0.01% 625

Other funds holding DMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

People's United Financial's DMO Position: Q3 2017 in Review

People's United Financial sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q3 2017, closing a stake of 1,000 shares — an estimated $26K sold.

People's United Financial first reported a position in DMO in Q3 2015 and held it in 8 quarters. The position peaked at $30K in Q3 2016. 23 funds tracked by Wall St. Rank hold DMO as of Q3 2017.

  • People's United Financial reported no remaining Western Asset Mortgage Opportunity Fund position as of Q3 2017 after selling out during the quarter.
  • People's United Financial sold 1,000 Western Asset Mortgage Opportunity Fund shares in Q3 2017, an estimated $26K.
  • People's United Financial first reported a position in Western Asset Mortgage Opportunity Fund in Q3 2015 and held it in 8 quarters.
  • People's United Financial's Western Asset Mortgage Opportunity Fund position peaked at $30K in Q3 2016.
  • 23 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q3 2017.

Based on People's United Financial's 13F filing for Q3 2017, filed 13 Nov 2017.