CWM
MMU

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

Concert 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
2013
Q3 		– Sell
-11,963
Closed -$159K – 535
2013
Q2 		$159K Buy
+11,963
New +$169K 0.02% 475

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Concert Wealth Management's MMU Position: Q3 2013 in Review

Concert Wealth Management sold out of Western Asset Managed Municipals Fund (MMU) in Q3 2013, closing a stake of 11,963 shares — an estimated $159K sold.

Concert Wealth Management first reported a position in MMU in Q2 2013 and held it in 1 quarter. The position peaked at $159K in Q2 2013. 44 funds tracked by Wall St. Rank hold MMU as of Q3 2013.

  • Concert Wealth Management reported no remaining Western Asset Managed Municipals Fund position as of Q3 2013 after selling out during the quarter.
  • Concert Wealth Management sold 11,963 Western Asset Managed Municipals Fund shares in Q3 2013, an estimated $159K.
  • Concert Wealth Management first reported a position in Western Asset Managed Municipals Fund in Q2 2013 and held it in 1 quarter.
  • Concert Wealth Management's Western Asset Managed Municipals Fund position peaked at $159K in Q2 2013.
  • 44 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2013.

Based on Concert Wealth Management's 13F filing for Q3 2013, filed 12 Nov 2013.