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

Aevitas Wealth Management’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 Q1	–	Sell	-468	Closed	-$6K	–	384
2018 Q4	$6K	Hold	468	–	–	0.01%	335
2018 Q3	$6K	Hold	468	–	–	0.01%	382
2018 Q2	$6K	Hold	468	–	–	0.01%	363
2018 Q1	$6K	Hold	468	–	–	0.01%	361
2017 Q4	$7K	Buy	+468	New	+$6.63K	0.01%	349

Other funds holding MMU

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

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

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

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

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

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Aevitas Wealth Management's MMU Position: Q1 2019 in Review

Aevitas Wealth Management sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2019, closing a stake of 468 shares — an estimated $6K sold.

Aevitas Wealth Management first reported a position in MMU in Q4 2017 and held it in 5 quarters. The position peaked at $7K in Q4 2017. 68 funds tracked by Wall St. Rank hold MMU as of Q1 2019.

Aevitas Wealth Management reported no remaining Western Asset Managed Municipals Fund position as of Q1 2019 after selling out during the quarter.
Aevitas Wealth Management sold 468 Western Asset Managed Municipals Fund shares in Q1 2019, an estimated $6K.
Aevitas Wealth Management first reported a position in Western Asset Managed Municipals Fund in Q4 2017 and held it in 5 quarters.
Aevitas Wealth Management's Western Asset Managed Municipals Fund position peaked at $7K in Q4 2017.
68 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2019.

Based on Aevitas Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.