CWM
MMU

CCG Wealth Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

CCG Wealth Management’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
Q4 		– Sell
-11,825
Closed -$115K – 104
2022
Q3 		$115K Hold
11,825
– – 0.07% 91
2022
Q2 		$125K Sell
11,825
-185
-2% -$2.01K 0.07% 106
2022
Q1 		$140K Buy
+12,010
New +$147K 0.07% 118

Other funds holding MMU

Morgan Stanley
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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

CCG Wealth Management's MMU Position: Q4 2022 in Review

CCG Wealth Management sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2022, closing a stake of 11,825 shares — an estimated $115K sold.

CCG Wealth Management first reported a position in MMU in Q1 2022 and held it in 3 quarters. The position peaked at $140K in Q1 2022. 93 funds tracked by Wall St. Rank hold MMU as of Q4 2022.

  • CCG Wealth Management reported no remaining Western Asset Managed Municipals Fund position as of Q4 2022 after selling out during the quarter.
  • CCG Wealth Management sold 11,825 Western Asset Managed Municipals Fund shares in Q4 2022, an estimated $115K.
  • CCG Wealth Management first reported a position in Western Asset Managed Municipals Fund in Q1 2022 and held it in 3 quarters.
  • CCG Wealth Management's Western Asset Managed Municipals Fund position peaked at $140K in Q1 2022.
  • 93 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2022.

Based on CCG Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.