CAL
MMU

Capital Analysts LLC’s Western Asset Managed Municipals Fund MMU Stock Holding History

Capital Analysts LLC’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
2018
Q4 		– Sell
-3,900
Closed -$47K – 616
2018
Q3 		$47K Hold
3,900
– – 0.01% 327
2018
Q2 		$49K Sell
3,900
-575
-13% -$7.34K 0.01% 330
2018
Q1 		$58K Sell
4,475
-4,825
-52% -$64.7K 0.01% 296
2017
Q4 		$131K Hold
9,300
– – 0.02% 212
2017
Q3 		$130K Hold
9,300
– – 0.02% 210
2017
Q2 		$128K Hold
9,300
– – 0.02% 216
2017
Q1 		$128K Buy
+9,300
New +$128K 0.02% 196

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Capital Analysts LLC's MMU Position: Q4 2018 in Review

Capital Analysts LLC sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2018, closing a stake of 3,900 shares — an estimated $47K sold.

Capital Analysts LLC first reported a position in MMU in Q1 2017 and held it in 7 quarters. The position peaked at $131K in Q4 2017. 71 funds tracked by Wall St. Rank hold MMU as of Q4 2018.

  • Capital Analysts LLC reported no remaining Western Asset Managed Municipals Fund position as of Q4 2018 after selling out during the quarter.
  • Capital Analysts LLC sold 3,900 Western Asset Managed Municipals Fund shares in Q4 2018, an estimated $47K.
  • Capital Analysts LLC first reported a position in Western Asset Managed Municipals Fund in Q1 2017 and held it in 7 quarters.
  • Capital Analysts LLC's Western Asset Managed Municipals Fund position peaked at $131K in Q4 2017.
  • 71 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2018.

Based on Capital Analysts LLC's 13F filing for Q4 2018, filed 13 Feb 2019.