Advisornet Financial’s Western Asset Managed Municipals Fund MMU Stock Holding History

Advisornet Financial’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
2021 Q1	–	Sell	-630	Closed	-$8K	–	1794
2020 Q4	$8K	Hold	630	–	–	﹤0.01%	1343
2020 Q3	$8K	Hold	630	–	–	﹤0.01%	1334
2020 Q2	$8K	Hold	630	–	–	﹤0.01%	1357
2020 Q1	$8K	Hold	630	–	–	﹤0.01%	1324
2019 Q4	$8K	Hold	630	–	–	﹤0.01%	1436
2019 Q3	$9K	Buy	+630	New	+$8.93K	﹤0.01%	1406

Other funds holding MMU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Advisornet Financial's MMU Position: Q1 2021 in Review

Advisornet Financial sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2021, closing a stake of 630 shares — an estimated $8K sold.

Advisornet Financial first reported a position in MMU in Q3 2019 and held it in 6 quarters. The position peaked at $9K in Q3 2019. 76 funds tracked by Wall St. Rank hold MMU as of Q1 2021.

Advisornet Financial reported no remaining Western Asset Managed Municipals Fund position as of Q1 2021 after selling out during the quarter.
Advisornet Financial sold 630 Western Asset Managed Municipals Fund shares in Q1 2021, an estimated $8K.
Advisornet Financial first reported a position in Western Asset Managed Municipals Fund in Q3 2019 and held it in 6 quarters.
Advisornet Financial's Western Asset Managed Municipals Fund position peaked at $9K in Q3 2019.
76 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2021.

Based on Advisornet Financial's 13F filing for Q1 2021, filed 14 Apr 2021.