Advisor Group’s Western Asset Managed Municipals Fund MMU Stock Holding History

Advisor Group’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
2019 Q4	$20K	Hold	1,493	–	–	﹤0.01%	3962
2019 Q3	$21K	Hold	1,493	–	–	﹤0.01%	3933
2019 Q2	$20K	Hold	1,493	–	–	﹤0.01%	3980
2019 Q1	$20K	Buy	+1,493	New	+$19.7K	﹤0.01%	3983
2017 Q2	–	Sell	-1,768	Closed	-$25K	–	4859
2017 Q1	$25K	Buy	+1,768	New	+$24.3K	﹤0.01%	3223

Other funds holding MMU

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Advisor Group's MMU Position: Q4 2019 in Review

Advisor Group held its Western Asset Managed Municipals Fund (MMU) position steady in Q4 2019 at 1,493 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #3962.

Advisor Group first reported a position in MMU in Q1 2017 and has held it in 5 quarters since. The position peaked at $25K in Q1 2017. 78 funds tracked by Wall St. Rank hold MMU as of Q4 2019.

Advisor Group held 1,493 shares of Western Asset Managed Municipals Fund worth $20K as of Q4 2019.
Advisor Group left its Western Asset Managed Municipals Fund share count unchanged in Q4 2019.
Western Asset Managed Municipals Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3962 holding.
Advisor Group first reported a position in Western Asset Managed Municipals Fund in Q1 2017 and has held it in 5 quarters since.
Advisor Group's Western Asset Managed Municipals Fund position peaked at $25K in Q1 2017.
78 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.