V Wealth Advisors
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V Wealth Advisors’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

V Wealth Advisors’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
2017
Q3 		– Sell
-630
Closed -$17K – 325
2017
Q2 		$17K Buy
+630
New +$15.9K 0.01% 481

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Horizon Kinetics
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Advisor Group
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

V Wealth Advisors's DMO Position: Q3 2017 in Review

V Wealth Advisors sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q3 2017, closing a stake of 630 shares — an estimated $17K sold.

V Wealth Advisors first reported a position in DMO in Q2 2017 and held it in 1 quarter. The position peaked at $17K in Q2 2017. 23 funds tracked by Wall St. Rank hold DMO as of Q3 2017.

  • V Wealth Advisors reported no remaining Western Asset Mortgage Opportunity Fund position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 630 Western Asset Mortgage Opportunity Fund shares in Q3 2017, an estimated $17K.
  • V Wealth Advisors first reported a position in Western Asset Mortgage Opportunity Fund in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Western Asset Mortgage Opportunity Fund position peaked at $17K in Q2 2017.
  • 23 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.