BCWM
MMU

Bartlett & Co Wealth Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

Bartlett & Co 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
2025
Q1 		– Sell
-1,313
Closed -$13.4K – 1257
2024
Q4 		$13.4K Hold
1,313
– – ﹤0.01% 875
2024
Q3 		$14.3K Hold
1,313
– – ﹤0.01% 869
2024
Q2 		$13.7K Hold
1,313
– – ﹤0.01% 875
2024
Q1 		$13.8K Hold
1,313
– – ﹤0.01% 875
2023
Q4 		$13.2K Buy
+1,313
New +$12.4K ﹤0.01% 961

Other funds holding MMU

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Bartlett & Co Wealth Management's MMU Position: Q1 2025 in Review

Bartlett & Co Wealth Management sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2025, closing a stake of 1,313 shares — an estimated $13.4K sold.

Bartlett & Co Wealth Management first reported a position in MMU in Q4 2023 and held it in 5 quarters. The position peaked at $14.3K in Q3 2024. 110 funds tracked by Wall St. Rank hold MMU as of Q1 2025.

  • Bartlett & Co Wealth Management reported no remaining Western Asset Managed Municipals Fund position as of Q1 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,313 Western Asset Managed Municipals Fund shares in Q1 2025, an estimated $13.4K.
  • Bartlett & Co Wealth Management first reported a position in Western Asset Managed Municipals Fund in Q4 2023 and held it in 5 quarters.
  • Bartlett & Co Wealth Management's Western Asset Managed Municipals Fund position peaked at $14.3K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.