SWM
DMO

Stockman Wealth Management’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Stockman Wealth Management’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
2023
Q1 		– Sell
-12,100
Closed -$130K – 207
2022
Q4 		$130K Buy
+12,100
New +$131K 0.03% 191

Other funds holding DMO

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Stockman Wealth Management's DMO Position: Q1 2023 in Review

Stockman Wealth Management sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q1 2023, closing a stake of 12,100 shares — an estimated $130K sold.

Stockman Wealth Management first reported a position in DMO in Q4 2022 and held it in 1 quarter. The position peaked at $130K in Q4 2022. 49 funds tracked by Wall St. Rank hold DMO as of Q1 2023.

  • Stockman Wealth Management reported no remaining Western Asset Mortgage Opportunity Fund position as of Q1 2023 after selling out during the quarter.
  • Stockman Wealth Management sold 12,100 Western Asset Mortgage Opportunity Fund shares in Q1 2023, an estimated $130K.
  • Stockman Wealth Management first reported a position in Western Asset Mortgage Opportunity Fund in Q4 2022 and held it in 1 quarter.
  • Stockman Wealth Management's Western Asset Mortgage Opportunity Fund position peaked at $130K in Q4 2022.
  • 49 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q1 2023.

Based on Stockman Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.