RPg Family Wealth Advisory’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

RPg Family Wealth Advisory’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
2018 Q2	–	Sell	-1,008	Closed	-$24.7K	–	242
2018 Q1	$24.7K	Hold	1,008	–	–	0.02%	182
2017 Q4	$24.9K	Hold	1,008	–	–	0.02%	188
2017 Q3	$25.8K	Sell	1,008 -310	-24%	-$8.09K	0.02%	197
2017 Q2	$34.8K	Buy	+1,318	New	+$33.3K	0.03%	197

Other funds holding DMO

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

RPg Family Wealth Advisory's DMO Position: Q2 2018 in Review

RPg Family Wealth Advisory sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q2 2018, closing a stake of 1,008 shares — an estimated $24.7K sold.

RPg Family Wealth Advisory first reported a position in DMO in Q2 2017 and held it in 4 quarters. The position peaked at $34.8K in Q2 2017. 31 funds tracked by Wall St. Rank hold DMO as of Q2 2018.

RPg Family Wealth Advisory reported no remaining Western Asset Mortgage Opportunity Fund position as of Q2 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 1,008 Western Asset Mortgage Opportunity Fund shares in Q2 2018, an estimated $24.7K.
RPg Family Wealth Advisory first reported a position in Western Asset Mortgage Opportunity Fund in Q2 2017 and held it in 4 quarters.
RPg Family Wealth Advisory's Western Asset Mortgage Opportunity Fund position peaked at $34.8K in Q2 2017.
31 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2018, filed 10 Aug 2018.