AIM
MMU

Anchor Investment Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

Anchor Investment 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
2016
Q4 		– Sell
-26
Closed -$394 – 684
2016
Q3 		$394 Buy
+26
New +$399 ﹤0.01% 649

Other funds holding MMU

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Anchor Investment Management's MMU Position: Q4 2016 in Review

Anchor Investment Management sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2016, closing a stake of 26 shares — an estimated $394 sold.

Anchor Investment Management first reported a position in MMU in Q3 2016 and held it in 1 quarter. The position peaked at $394 in Q3 2016. 57 funds tracked by Wall St. Rank hold MMU as of Q4 2016.

  • Anchor Investment Management reported no remaining Western Asset Managed Municipals Fund position as of Q4 2016 after selling out during the quarter.
  • Anchor Investment Management sold 26 Western Asset Managed Municipals Fund shares in Q4 2016, an estimated $394.
  • Anchor Investment Management first reported a position in Western Asset Managed Municipals Fund in Q3 2016 and held it in 1 quarter.
  • Anchor Investment Management's Western Asset Managed Municipals Fund position peaked at $394 in Q3 2016.
  • 57 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2016.

Based on Anchor Investment Management's 13F filing for Q4 2016, filed 3 Jan 2024.