BWM
MMU

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

BerganKDV 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
Q1 		– Sell
-1,219
Closed -$16K – 1059
2021
Q4 		$16K Hold
1,219
– – ﹤0.01% 577
2021
Q3 		$16K Buy
+1,219
New +$16.5K ﹤0.01% 562

Other funds holding MMU

Morgan Stanley
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BerganKDV Wealth Management's MMU Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2022, closing a stake of 1,219 shares — an estimated $16K sold.

BerganKDV Wealth Management first reported a position in MMU in Q3 2021 and held it in 2 quarters. The position peaked at $16K in Q4 2021. 83 funds tracked by Wall St. Rank hold MMU as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining Western Asset Managed Municipals Fund position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,219 Western Asset Managed Municipals Fund shares in Q1 2022, an estimated $16K.
  • BerganKDV Wealth Management first reported a position in Western Asset Managed Municipals Fund in Q3 2021 and held it in 2 quarters.
  • BerganKDV Wealth Management's Western Asset Managed Municipals Fund position peaked at $16K in Q4 2021.
  • 83 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.