BDO Wealth Advisors
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BDO Wealth Advisors’s Western Asset Managed Municipals Fund MMU Stock Holding History

BDO Wealth Advisors’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
2023
Q2 		– Sell
-1,071
Closed -$11K – 1038
2023
Q1 		$11K Buy
+1,071
New +$11K ﹤0.01% 686

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Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Robinson Capital Management
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Logan Stone Capital
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BDO Wealth Advisors's MMU Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Western Asset Managed Municipals Fund (MMU) in Q2 2023, closing a stake of 1,071 shares — an estimated $11K sold.

BDO Wealth Advisors first reported a position in MMU in Q1 2023 and held it in 1 quarter. The position peaked at $11K in Q1 2023. 91 funds tracked by Wall St. Rank hold MMU as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Western Asset Managed Municipals Fund position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,071 Western Asset Managed Municipals Fund shares in Q2 2023, an estimated $11K.
  • BDO Wealth Advisors first reported a position in Western Asset Managed Municipals Fund in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's Western Asset Managed Municipals Fund position peaked at $11K in Q1 2023.
  • 91 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.