Risk Paradigm Group’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Risk Paradigm Group’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 Q2	–	Sell	-1,990	Closed	-$47.2K	–	236
2017 Q1	$47.2K	Hold	1,990	–	–	0.05%	149
2016 Q4	$45.4K	Hold	1,990	–	–	0.05%	163
2016 Q3	$47.5K	Hold	1,990	–	–	0.04%	177
2016 Q2	$46K	Buy	1,990 +200	+11%	+$4.63K	0.06%	153
2016 Q1	$40.8K	Hold	1,790	–	–	0.05%	143
2015 Q4	$42.2K	Hold	1,790	–	–	0.05%	147
2015 Q3	$44.6K	Hold	1,790	–	–	0.09%	97
2015 Q2	$42.9K	Hold	1,790	–	–	0.04%	121
2015 Q1	$43K	Buy	+1,790	New	+$43.3K	0.04%	118

Other funds holding DMO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Risk Paradigm Group's DMO Position: Q2 2017 in Review

Risk Paradigm Group sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q2 2017, closing a stake of 1,990 shares — an estimated $47.2K sold.

Risk Paradigm Group first reported a position in DMO in Q1 2015 and held it in 9 quarters. The position peaked at $47.5K in Q3 2016. 27 funds tracked by Wall St. Rank hold DMO as of Q2 2017.

Risk Paradigm Group reported no remaining Western Asset Mortgage Opportunity Fund position as of Q2 2017 after selling out during the quarter.
Risk Paradigm Group sold 1,990 Western Asset Mortgage Opportunity Fund shares in Q2 2017, an estimated $47.2K.
Risk Paradigm Group first reported a position in Western Asset Mortgage Opportunity Fund in Q1 2015 and held it in 9 quarters.
Risk Paradigm Group's Western Asset Mortgage Opportunity Fund position peaked at $47.5K in Q3 2016.
27 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2017.

Based on Risk Paradigm Group's 13F filing for Q2 2017, filed 14 Aug 2017.