Winslow Evans & Crocker’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$26K	Sell	1,225 -150	-11%	-$3.06K	﹤0.01%	736
2020 Q3	$28K	Hold	1,375	–	–	0.01%	567
2020 Q2	$27K	Sell	1,375 -1	-0.1%	-$19	0.01%	563
2020 Q1	$26K	Sell	1,376 -1,200	-47%	-$24.8K	0.01%	540
2019 Q4	$54K	Hold	2,576	–	–	0.01%	493
2019 Q3	$56K	Buy	2,576 +576	+29%	+$12.5K	0.02%	480
2019 Q2	$44K	Buy	+2,000	New	+$43K	0.01%	542

Other funds holding MTT

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

RJA

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

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

COLIM

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

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

1CP

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

CAN

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

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

SPIA

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

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

Winslow Evans & Crocker's MTT Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Western Asset Municipal Defined Opportunity Trust Inc. (MTT) stake by 11% in Q4 2020, selling an estimated $3.06K and leaving 1,225 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Winslow Evans & Crocker first reported a position in MTT in Q2 2019 and has held it in 7 quarters since. The position peaked at $56K in Q3 2019. 36 funds tracked by Wall St. Rank hold MTT as of Q4 2020.

Winslow Evans & Crocker held 1,225 shares of Western Asset Municipal Defined Opportunity Trust Inc. worth $26K as of Q4 2020.
Winslow Evans & Crocker sold 150 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q4 2020, an estimated $3.06K.
Western Asset Municipal Defined Opportunity Trust Inc. made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #736 holding.
Winslow Evans & Crocker first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q2 2019 and has held it in 7 quarters since.
Winslow Evans & Crocker's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $56K in Q3 2019.
36 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.