1776 Wealth’s Western Asset Managed Municipals Fund MMU Stock Holding History

1776 Wealth’s Portfolio MMU Stock Details MMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-20,000	Closed	-$209K	–	152
2024 Q1	$209K	Hold	20,000	–	–	0.1%	128
2023 Q4	$203K	Buy	+20,000	New	+$189K	0.1%	126
2023 Q3	–	Sell	-20,000	Closed	-$199K	–	142
2023 Q2	$199K	Hold	20,000	–	–	0.1%	127
2023 Q1	$206K	Hold	20,000	–	–	0.12%	114
2022 Q4	$201K	Hold	20,000	–	–	0.14%	115
2022 Q3	$194K	Hold	20,000	–	–	0.15%	103
2022 Q2	$211K	Hold	20,000	–	–	0.15%	111
2022 Q1	$232K	Hold	20,000	–	–	0.13%	111
2021 Q4	$262K	Hold	20,000	–	–	0.14%	105
2021 Q3	$267K	Hold	20,000	–	–	0.15%	101
2021 Q2	$271K	Hold	20,000	–	–	0.15%	97
2021 Q1	$260K	Hold	20,000	–	–	0.16%	94
2020 Q4	$257K	Sell	20,000 -1,000	-5%	-$12.5K	0.16%	95
2020 Q3	$256K	Hold	21,000	–	–	0.19%	82
2020 Q2	$252K	Sell	21,000 -21,000	-50%	-$247K	0.17%	85
2020 Q1	$530K	Buy	42,000 +21,000	+100%	+$276K	0.22%	76
2019 Q4	$279K	Buy	+21,000	New	+$287K	0.24%	74

Other funds holding MMU

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

1CP

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

RJA

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

1776 Wealth's MMU Position: Q2 2024 in Review

1776 Wealth sold out of Western Asset Managed Municipals Fund (MMU) in Q2 2024, closing a stake of 20,000 shares — an estimated $209K sold.

1776 Wealth first reported a position in MMU in Q4 2019 and held it in 17 quarters. The position peaked at $530K in Q1 2020. 117 funds tracked by Wall St. Rank hold MMU as of Q2 2024.

1776 Wealth reported no remaining Western Asset Managed Municipals Fund position as of Q2 2024 after selling out during the quarter.
1776 Wealth sold 20,000 Western Asset Managed Municipals Fund shares in Q2 2024, an estimated $209K.
1776 Wealth first reported a position in Western Asset Managed Municipals Fund in Q4 2019 and held it in 17 quarters.
1776 Wealth's Western Asset Managed Municipals Fund position peaked at $530K in Q1 2020.
117 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2024.

Based on 1776 Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.