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

Avondale 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
2022 Q4	–	Sell	-2,518	Closed	-$24K	–	123
2022 Q3	$24K	Hold	2,518	–	–	0.03%	90
2022 Q2	$27K	Hold	2,518	–	–	0.03%	78
2022 Q1	$29K	Hold	2,518	–	–	0.03%	81
2021 Q4	$33K	Hold	2,518	–	–	0.03%	77
2021 Q3	$34K	Hold	2,518	–	–	0.03%	79
2021 Q2	$34K	Hold	2,518	–	–	0.03%	81
2021 Q1	$33K	Hold	2,518	–	–	0.03%	77
2020 Q4	$32K	Hold	2,518	–	–	0.04%	67
2020 Q3	$31K	Hold	2,518	–	–	0.05%	59
2020 Q2	$30K	Hold	2,518	–	–	0.04%	56
2020 Q1	$30K	Hold	2,518	–	–	0.05%	58
2019 Q4	$34K	Hold	2,518	–	–	0.05%	53
2019 Q3	$35K	Hold	2,518	–	–	0.06%	52
2019 Q2	$34K	Hold	2,518	–	–	0.03%	57
2019 Q1	$33K	Hold	2,518	–	–	0.03%	58
2018 Q4	$32K	Hold	2,518	–	–	0.03%	56
2018 Q3	$30K	Hold	2,518	–	–	0.03%	56
2018 Q2	$32K	Hold	2,518	–	–	0.03%	50
2018 Q1	$32K	Hold	2,518	–	–	0.03%	50
2017 Q4	$35K	Buy	+2,518	New	+$35.7K	0.03%	49

Other funds holding MMU

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

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

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

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

Avondale Wealth Management's MMU Position: Q4 2022 in Review

Avondale Wealth Management sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2022, closing a stake of 2,518 shares — an estimated $24K sold.

Avondale Wealth Management first reported a position in MMU in Q4 2017 and held it in 20 quarters. The position peaked at $35K in Q3 2019. 93 funds tracked by Wall St. Rank hold MMU as of Q4 2022.

Avondale Wealth Management reported no remaining Western Asset Managed Municipals Fund position as of Q4 2022 after selling out during the quarter.
Avondale Wealth Management sold 2,518 Western Asset Managed Municipals Fund shares in Q4 2022, an estimated $24K.
Avondale Wealth Management first reported a position in Western Asset Managed Municipals Fund in Q4 2017 and held it in 20 quarters.
Avondale Wealth Management's Western Asset Managed Municipals Fund position peaked at $35K in Q3 2019.
93 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2022.

Based on Avondale Wealth Management's 13F filing for Q4 2022, filed 6 Jan 2023.