Winslow Evans & Crocker’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Winslow Evans & Crocker’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
2018 Q3	–	Sell	-500	Closed	-$12K	–	1111
2018 Q2	$12K	Hold	500	–	–	﹤0.01%	762
2018 Q1	$12.2K	Sell	500 -200	-29%	-$5K	﹤0.01%	746
2017 Q4	$17.3K	Hold	700	–	–	0.01%	690
2017 Q3	$17.9K	Sell	700 -125	-15%	-$3.26K	0.01%	687
2017 Q2	$21.8K	Sell	825 -1,151	-58%	-$29.1K	0.01%	732
2017 Q1	$46.8K	Buy	1,976 +200	+11%	+$4.67K	0.01%	546
2016 Q4	$40.5K	Hold	1,776	–	–	0.01%	578
2016 Q3	$42.4K	Buy	1,776 +976	+122%	+$23.5K	0.01%	579
2016 Q2	$18.5K	Buy	800 +400	+100%	+$9.27K	0.01%	710
2016 Q1	$9.11K	Hold	400	–	–	﹤0.01%	901
2015 Q4	$9.42K	Buy	+400	New	+$9.58K	﹤0.01%	922

Other funds holding DMO

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Winslow Evans & Crocker's DMO Position: Q3 2018 in Review

Winslow Evans & Crocker sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q3 2018, closing a stake of 500 shares — an estimated $12K sold.

Winslow Evans & Crocker first reported a position in DMO in Q4 2015 and held it in 11 quarters. The position peaked at $46.8K in Q1 2017. 30 funds tracked by Wall St. Rank hold DMO as of Q3 2018.

Winslow Evans & Crocker reported no remaining Western Asset Mortgage Opportunity Fund position as of Q3 2018 after selling out during the quarter.
Winslow Evans & Crocker sold 500 Western Asset Mortgage Opportunity Fund shares in Q3 2018, an estimated $12K.
Winslow Evans & Crocker first reported a position in Western Asset Mortgage Opportunity Fund in Q4 2015 and held it in 11 quarters.
Winslow Evans & Crocker's Western Asset Mortgage Opportunity Fund position peaked at $46.8K in Q1 2017.
30 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q3 2018.

Based on Winslow Evans & Crocker's 13F filing for Q3 2018, filed 15 Oct 2018.