CFCI
MMU

Comprehensive Financial Consultants Institutional’s Western Asset Managed Municipals Fund MMU Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q1 		– Sell
-540
Closed -$6K – 354
2021
Q4 		$6K Buy
+540
New +$7.11K ﹤0.01% 382

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's MMU Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2022, closing a stake of 540 shares — an estimated $6K sold.

Comprehensive Financial Consultants Institutional first reported a position in MMU in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 83 funds tracked by Wall St. Rank hold MMU as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Western Asset Managed Municipals Fund position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 540 Western Asset Managed Municipals Fund shares in Q1 2022, an estimated $6K.
  • Comprehensive Financial Consultants Institutional first reported a position in Western Asset Managed Municipals Fund in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Western Asset Managed Municipals Fund position peaked at $6K in Q4 2021.
  • 83 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.