Carroll Financial Associates’s Western Asset Managed Municipals Fund MMU Stock Holding History

Carroll Financial Associates’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 Q1	–	Sell	-700	Closed	-$9K	–	1298
2017 Q4	$9K	Hold	700	–	–	﹤0.01%	855
2017 Q3	$9K	Hold	700	–	–	﹤0.01%	839
2017 Q2	$9K	Hold	700	–	–	﹤0.01%	862
2017 Q1	$9K	Buy	+700	New	+$9.63K	﹤0.01%	867

Other funds holding MMU

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Carroll Financial Associates's MMU Position: Q1 2018 in Review

Carroll Financial Associates sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2018, closing a stake of 700 shares — an estimated $9K sold.

Carroll Financial Associates first reported a position in MMU in Q1 2017 and held it in 4 quarters. The position peaked at $9K in Q4 2017. 73 funds tracked by Wall St. Rank hold MMU as of Q1 2018.

Carroll Financial Associates reported no remaining Western Asset Managed Municipals Fund position as of Q1 2018 after selling out during the quarter.
Carroll Financial Associates sold 700 Western Asset Managed Municipals Fund shares in Q1 2018, an estimated $9K.
Carroll Financial Associates first reported a position in Western Asset Managed Municipals Fund in Q1 2017 and held it in 4 quarters.
Carroll Financial Associates's Western Asset Managed Municipals Fund position peaked at $9K in Q4 2017.
73 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2018.

Based on Carroll Financial Associates's 13F filing for Q1 2018, filed 6 Apr 2018.