BWA
MMU

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

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
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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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.