SEI Investments
MTT

SEI Investments’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

SEI Investments’s Portfolio MTT Stock Details MTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,818
Closed -$62K – 3474
2017
Q2 		$62K Buy
+2,818
New +$63.4K ﹤0.01% 2202
2017
Q1 		– Sell
-1,520
Closed -$33K – 3136
2016
Q4 		$33K Buy
+1,520
New +$34.8K ﹤0.01% 2234

Other funds holding MTT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SEI Investments's MTT Position: Q3 2017 in Review

SEI Investments sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q3 2017, closing a stake of 2,818 shares — an estimated $62K sold.

SEI Investments first reported a position in MTT in Q4 2016 and held it in 2 quarters. The position peaked at $62K in Q2 2017. 21 funds tracked by Wall St. Rank hold MTT as of Q3 2017.

  • SEI Investments reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q3 2017 after selling out during the quarter.
  • SEI Investments sold 2,818 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q3 2017, an estimated $62K.
  • SEI Investments first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q4 2016 and held it in 2 quarters.
  • SEI Investments's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $62K in Q2 2017.
  • 21 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q3 2017.

Based on SEI Investments's 13F filing for Q3 2017, filed 6 Nov 2017.