Quattro Financial Advisors’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Quattro Financial Advisors’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 Q1	–	Sell	-7,212	Closed	-$151K	–	46
2019 Q4	$151K	Buy	+7,212	New	+$153K	0.05%	52
2019 Q3	–	Sell	-7,212	Closed	-$156K	–	66
2019 Q2	$156K	Buy	+7,212	New	+$152K	0.05%	58

Other funds holding DMO

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

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

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

MAFM

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

Quattro Financial Advisors's DMO Position: Q1 2020 in Review

Quattro Financial Advisors sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q1 2020, closing a stake of 7,212 shares — an estimated $151K sold.

Quattro Financial Advisors first reported a position in DMO in Q2 2019 and held it in 2 quarters. The position peaked at $156K in Q2 2019. 34 funds tracked by Wall St. Rank hold DMO as of Q1 2020.

Quattro Financial Advisors reported no remaining Western Asset Mortgage Opportunity Fund position as of Q1 2020 after selling out during the quarter.
Quattro Financial Advisors sold 7,212 Western Asset Mortgage Opportunity Fund shares in Q1 2020, an estimated $151K.
Quattro Financial Advisors first reported a position in Western Asset Mortgage Opportunity Fund in Q2 2019 and held it in 2 quarters.
Quattro Financial Advisors's Western Asset Mortgage Opportunity Fund position peaked at $156K in Q2 2019.
34 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q1 2020.

Based on Quattro Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.