SPL
DMO

Smart Portfolios LLC’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Smart Portfolios LLC’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
2019
Q2 		– Sell
-1,735
Closed -$36K – 91
2019
Q1 		$36K Buy
+1,735
New +$36.2K 0.03% 104

Other funds holding DMO

CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Smart Portfolios LLC's DMO Position: Q2 2019 in Review

Smart Portfolios LLC sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q2 2019, closing a stake of 1,735 shares — an estimated $36K sold.

Smart Portfolios LLC first reported a position in DMO in Q1 2019 and held it in 1 quarter. The position peaked at $36K in Q1 2019. 34 funds tracked by Wall St. Rank hold DMO as of Q2 2019.

  • Smart Portfolios LLC reported no remaining Western Asset Mortgage Opportunity Fund position as of Q2 2019 after selling out during the quarter.
  • Smart Portfolios LLC sold 1,735 Western Asset Mortgage Opportunity Fund shares in Q2 2019, an estimated $36K.
  • Smart Portfolios LLC first reported a position in Western Asset Mortgage Opportunity Fund in Q1 2019 and held it in 1 quarter.
  • Smart Portfolios LLC's Western Asset Mortgage Opportunity Fund position peaked at $36K in Q1 2019.
  • 34 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2019.

Based on Smart Portfolios LLC's 13F filing for Q2 2019, filed 15 Aug 2019.