Wealthspire Advisors (Maryland)’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

Wealthspire Advisors (Maryland)’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
2017 Q1	–	Sell	-1,000	Closed	-$22K	–	2058
2016 Q4	$22K	Hold	1,000	–	–	﹤0.01%	999
2016 Q3	$25K	Hold	1,000	–	–	﹤0.01%	1002
2016 Q2	$25K	Buy	+1,000	New	+$24.6K	﹤0.01%	931

Other funds holding MTT

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

CAN

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s MTT Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q1 2017, closing a stake of 1,000 shares — an estimated $22K sold.

Wealthspire Advisors (Maryland) first reported a position in MTT in Q2 2016 and held it in 3 quarters. The position peaked at $25K in Q3 2016. 27 funds tracked by Wall St. Rank hold MTT as of Q1 2017.

Wealthspire Advisors (Maryland) reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q1 2017 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,000 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q1 2017, an estimated $22K.
Wealthspire Advisors (Maryland) first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q2 2016 and held it in 3 quarters.
Wealthspire Advisors (Maryland)'s Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $25K in Q3 2016.
27 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.