CPIG
MMU

Chicago Partners Investment Group’s Western Asset Managed Municipals Fund MMU Stock Holding History

Chicago Partners Investment Group’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
2026
Q2 		$613K Buy
60,721
+155
+0.3% +$1.59K 0.01% 876
2026
Q1 		$632K Sell
60,566
-3,184
-5% -$33.4K 0.01% 754
2025
Q4 		$660K Buy
63,750
+272
+0.4% +$2.82K 0.02% 620
2025
Q3 		$659K Buy
63,478
+354
+0.6% +$3.55K 0.02% 561
2025
Q2 		$624K Buy
63,124
+260
+0.4% +$2.58K 0.02% 513
2025
Q1 		$631K Buy
62,864
+493
+0.8% +$5.1K 0.02% 458
2024
Q4 		$638K Buy
62,371
+358
+0.6% +$3.76K 0.02% 443
2024
Q3 		$655K Buy
62,013
+343
+0.6% +$3.65K 0.02% 421
2024
Q2 		$645K Sell
61,670
-3,024
-5% -$30.6K 0.02% 407
2024
Q1 		$650K Buy
64,694
+296
+0.5% +$3.01K 0.03% 392
2023
Q4 		$642K Buy
64,398
+256
+0.4% +$2.42K 0.03% 368
2023
Q3 		$555K Buy
64,142
+2,613
+4% +$25.3K 0.03% 382
2023
Q2 		$607K Sell
61,529
-10,256
-14% -$103K 0.03% 373
2023
Q1 		$722K Buy
71,785
+8,929
+14% +$91.9K 0.04% 315
2022
Q4 		$664K Buy
62,856
+98
+0.2% +$971 0.04% 321
2022
Q3 		$594K Buy
62,758
+1,214
+2% +$12.9K 0.04% 307
2022
Q2 		$677K Buy
61,544
+3,997
+7% +$43.4K 0.05% 286
2022
Q1 		$603K Sell
57,547
-11,259
-16% -$138K 0.05% 284
2021
Q4 		$823K Buy
68,806
+1,661
+2% +$21.9K 0.06% 253
2021
Q3 		$909K Sell
67,145
-9,059
-12% -$123K 0.06% 238
2021
Q2 		$1.02M Buy
76,204
+55,319
+265% +$741K 0.08% 206
2021
Q1 		$277K Buy
+20,885
New +$270K 0.02% 417

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Chicago Partners Investment Group's MMU Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Western Asset Managed Municipals Fund (MMU) stake by 0.26% in Q2 2026, buying an estimated $1.59K and bringing the position to 60,721 shares worth $613K. The position accounts for 0.01% of the portfolio, ranked #876.

Chicago Partners Investment Group first reported a position in MMU in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.02M in Q2 2021. 106 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

  • Chicago Partners Investment Group held 60,721 shares of Western Asset Managed Municipals Fund worth $613K as of Q2 2026.
  • Chicago Partners Investment Group bought 155 Western Asset Managed Municipals Fund shares in Q2 2026, an estimated $1.59K.
  • Western Asset Managed Municipals Fund made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #876 holding.
  • Chicago Partners Investment Group first reported a position in Western Asset Managed Municipals Fund in Q1 2021 and has held it in 22 quarters since.
  • Chicago Partners Investment Group's Western Asset Managed Municipals Fund position peaked at $1.02M in Q2 2021.
  • 106 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.