Cary Street Partners Investment Advisory’s Western Asset Managed Municipals Fund MMU Stock Holding History

Cary Street Partners Investment Advisory’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
2024 Q4	–	Sell	-17,442	Closed	-$189K	–	666
2024 Q3	$189K	Hold	17,442	–	–	0.01%	736
2024 Q2	$181K	Hold	17,442	–	–	0.01%	722
2024 Q1	$182K	Hold	17,442	–	–	0.01%	675
2023 Q4	$177K	Buy	+17,442	New	+$165K	0.01%	630

Other funds holding MMU

RCM

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KIM

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

RCM

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

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

Cary Street Partners Investment Advisory's MMU Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2024, closing a stake of 17,442 shares — an estimated $189K sold.

Cary Street Partners Investment Advisory first reported a position in MMU in Q4 2023 and held it in 4 quarters. The position peaked at $189K in Q3 2024. 115 funds tracked by Wall St. Rank hold MMU as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining Western Asset Managed Municipals Fund position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 17,442 Western Asset Managed Municipals Fund shares in Q4 2024, an estimated $189K.
Cary Street Partners Investment Advisory first reported a position in Western Asset Managed Municipals Fund in Q4 2023 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Western Asset Managed Municipals Fund position peaked at $189K in Q3 2024.
115 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.