SVWA
MTT

Sound View Wealth Advisors’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$283K Hold
13,550
– – 0.09% 193
2018
Q4 		$264K Buy
+13,550
New +$271K 0.1% 188

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sound View Wealth Advisors's MTT Position: Q1 2019 in Review

Sound View Wealth Advisors held its Western Asset Municipal Defined Opportunity Trust Inc. (MTT) position steady in Q1 2019 at 13,550 shares worth $283K. The position accounts for 0.09% of the portfolio, ranked #193.

Sound View Wealth Advisors first reported a position in MTT in Q4 2018 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold MTT as of Q1 2019.

  • Sound View Wealth Advisors held 13,550 shares of Western Asset Municipal Defined Opportunity Trust Inc. worth $283K as of Q1 2019.
  • Sound View Wealth Advisors left its Western Asset Municipal Defined Opportunity Trust Inc. share count unchanged in Q1 2019.
  • Western Asset Municipal Defined Opportunity Trust Inc. made up 0.09% of Sound View Wealth Advisors's portfolio in Q1 2019, its #193 holding.
  • Sound View Wealth Advisors first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q4 2018 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.