Buckingham Strategic Wealth’s Western Asset Managed Municipals Fund MMU Stock Holding History

Buckingham Strategic Wealth’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 Q3	–	Sell	-26,514	Closed	-$280K	–	630
2022 Q2	$280K	Hold	26,514	–	–	0.01%	480
2022 Q1	$308K	Hold	26,514	–	–	0.01%	464
2021 Q4	$347K	Hold	26,514	–	–	0.01%	444
2021 Q3	$354K	Hold	26,514	–	–	0.01%	426
2021 Q2	$359K	Hold	26,514	–	–	0.01%	427
2021 Q1	$344K	Hold	26,514	–	–	0.02%	407
2020 Q4	$340K	Hold	26,514	–	–	0.02%	395
2020 Q3	$323K	Hold	26,514	–	–	0.02%	352
2020 Q2	$318K	Hold	26,514	–	–	0.03%	301
2020 Q1	$317K	Hold	26,514	–	–	0.03%	332
2019 Q4	$353K	Hold	26,514	–	–	0.03%	318
2019 Q3	$365K	Hold	26,514	–	–	0.04%	287
2019 Q2	$363K	Hold	26,514	–	–	0.04%	297
2019 Q1	$349K	Hold	26,514	–	–	0.04%	289
2018 Q4	$337K	Buy	+26,514	New	+$323K	0.05%	248

Other funds holding MMU

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Buckingham Strategic Wealth's MMU Position: Q3 2022 in Review

Buckingham Strategic Wealth sold out of Western Asset Managed Municipals Fund (MMU) in Q3 2022, closing a stake of 26,514 shares — an estimated $280K sold.

Buckingham Strategic Wealth first reported a position in MMU in Q4 2018 and held it in 15 quarters. The position peaked at $365K in Q3 2019. 89 funds tracked by Wall St. Rank hold MMU as of Q3 2022.

Buckingham Strategic Wealth reported no remaining Western Asset Managed Municipals Fund position as of Q3 2022 after selling out during the quarter.
Buckingham Strategic Wealth sold 26,514 Western Asset Managed Municipals Fund shares in Q3 2022, an estimated $280K.
Buckingham Strategic Wealth first reported a position in Western Asset Managed Municipals Fund in Q4 2018 and held it in 15 quarters.
Buckingham Strategic Wealth's Western Asset Managed Municipals Fund position peaked at $365K in Q3 2019.
89 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.