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

TRUE Private 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
2021 Q1	–	Sell	-1,435	Closed	-$29K	–	761
2020 Q4	$29K	Hold	1,435	–	–	﹤0.01%	410
2020 Q3	$29K	Hold	1,435	–	–	0.01%	389
2020 Q2	$28K	Hold	1,435	–	–	0.01%	385
2020 Q1	$27K	Hold	1,435	–	–	0.01%	350
2019 Q4	$30K	Buy	+1,435	New	+$30.9K	﹤0.01%	432
2019 Q3	–	Sell	-504	Closed	-$11K	–	796
2019 Q2	$11K	Buy	+504	New	+$10.8K	﹤0.01%	543
2018 Q4	–	Sell	-1,005	Closed	-$20.7K	–	1012
2018 Q3	$20.7K	Buy	+1,005	New	+$21.1K	﹤0.01%	599

Other funds holding MTT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

TRUE Private Wealth Advisors's MTT Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q1 2021, closing a stake of 1,435 shares — an estimated $29K sold.

TRUE Private Wealth Advisors first reported a position in MTT in Q3 2018 and held it in 7 quarters. The position peaked at $30K in Q4 2019. 30 funds tracked by Wall St. Rank hold MTT as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,435 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q1 2021, an estimated $29K.
TRUE Private Wealth Advisors first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $30K in Q4 2019.
30 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.