SFS
DMO

Shaker Financial Services’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Shaker Financial Services’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
2022
Q1 		– Sell
-11,583
Closed -$176K – 156
2021
Q4 		$176K Buy
+11,583
New +$182K 0.06% 152

Other funds holding DMO

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Shaker Financial Services's DMO Position: Q1 2022 in Review

Shaker Financial Services sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q1 2022, closing a stake of 11,583 shares — an estimated $176K sold.

Shaker Financial Services first reported a position in DMO in Q4 2021 and held it in 1 quarter. The position peaked at $176K in Q4 2021. 46 funds tracked by Wall St. Rank hold DMO as of Q1 2022.

  • Shaker Financial Services reported no remaining Western Asset Mortgage Opportunity Fund position as of Q1 2022 after selling out during the quarter.
  • Shaker Financial Services sold 11,583 Western Asset Mortgage Opportunity Fund shares in Q1 2022, an estimated $176K.
  • Shaker Financial Services first reported a position in Western Asset Mortgage Opportunity Fund in Q4 2021 and held it in 1 quarter.
  • Shaker Financial Services's Western Asset Mortgage Opportunity Fund position peaked at $176K in Q4 2021.
  • 46 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q1 2022.

Based on Shaker Financial Services's 13F filing for Q1 2022, filed 6 May 2022.