BWG
MNP

Beta Wealth Group’s Western Asset Municipal Partners Fund, Inc. MNP Stock Holding History

Beta Wealth Group’s Portfolio MNP Stock Details MNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		$613K Sell
42,500
-2,200
-5% -$31.2K 7.15% 3
2013
Q4 		$615K Buy
+44,700
New +$609K 7.79% 3

Other funds holding MNP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
MPEM
Marathon Partners Equity Management New York $88.3M AUM 20.65% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Beta Wealth Group's MNP Position: Q1 2014 in Review

Beta Wealth Group reduced its Western Asset Municipal Partners Fund, Inc. (MNP) stake by 4.9% in Q1 2014, selling an estimated $31.2K and leaving 42,500 shares worth $613K. The position accounts for 7.15% of the portfolio, ranked #3.

Beta Wealth Group first reported a position in MNP in Q4 2013 and has held it in 2 quarters since. The position peaked at $615K in Q4 2013. 30 funds tracked by Wall St. Rank hold MNP as of Q1 2014.

  • Beta Wealth Group held 42,500 shares of Western Asset Municipal Partners Fund, Inc. worth $613K as of Q1 2014.
  • Beta Wealth Group sold 2,200 Western Asset Municipal Partners Fund, Inc. shares in Q1 2014, an estimated $31.2K.
  • Western Asset Municipal Partners Fund, Inc. made up 7.15% of Beta Wealth Group's portfolio in Q1 2014, its #3 holding.
  • Beta Wealth Group first reported a position in Western Asset Municipal Partners Fund, Inc. in Q4 2013 and has held it in 2 quarters since.
  • Beta Wealth Group's Western Asset Municipal Partners Fund, Inc. position peaked at $615K in Q4 2013.
  • 30 funds tracked by Wall St. Rank held Western Asset Municipal Partners Fund, Inc. as of Q1 2014.

Based on Beta Wealth Group's 13F filing for Q1 2014, filed 6 May 2014.