Brinker Capital Investments’s Western Asset Managed Municipals Fund MMU Stock Holding History

Brinker Capital Investments’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
2026 Q1	–	Sell	-35,486	Closed	-$370K	–	2174
2025 Q4	$370K	Buy	35,486 +8,213	+30%	+$85.3K	﹤0.01%	1709
2025 Q3	$282K	Buy	27,273 +9,688	+55%	+$97.3K	﹤0.01%	1783
2025 Q2	$174K	Buy	+17,585	New	+$174K	﹤0.01%	1914

Other funds holding MMU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Brinker Capital Investments's MMU Position: Q1 2026 in Review

Brinker Capital Investments sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2026, closing a stake of 35,486 shares — an estimated $370K sold.

Brinker Capital Investments first reported a position in MMU in Q2 2025 and held it in 3 quarters. The position peaked at $370K in Q4 2025. 110 funds tracked by Wall St. Rank hold MMU as of Q1 2026.

Brinker Capital Investments reported no remaining Western Asset Managed Municipals Fund position as of Q1 2026 after selling out during the quarter.
Brinker Capital Investments sold 35,486 Western Asset Managed Municipals Fund shares in Q1 2026, an estimated $370K.
Brinker Capital Investments first reported a position in Western Asset Managed Municipals Fund in Q2 2025 and held it in 3 quarters.
Brinker Capital Investments's Western Asset Managed Municipals Fund position peaked at $370K in Q4 2025.
110 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.