ACG Wealth
MMU icon

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

ACG 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
2022
Q3 		– Sell
-3,800
Closed -$40K – 714
2022
Q2 		$40K Buy
+3,800
New +$41.3K 0.01% 465

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Robinson Capital Management
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.55% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

ACG Wealth's MMU Position: Q3 2022 in Review

ACG Wealth sold out of Western Asset Managed Municipals Fund (MMU) in Q3 2022, closing a stake of 3,800 shares — an estimated $40K sold.

ACG Wealth first reported a position in MMU in Q2 2022 and held it in 1 quarter. The position peaked at $40K in Q2 2022. 89 funds tracked by Wall St. Rank hold MMU as of Q3 2022.

  • ACG Wealth reported no remaining Western Asset Managed Municipals Fund position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 3,800 Western Asset Managed Municipals Fund shares in Q3 2022, an estimated $40K.
  • ACG Wealth first reported a position in Western Asset Managed Municipals Fund in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Western Asset Managed Municipals Fund position peaked at $40K in Q2 2022.
  • 89 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.