CIA
MMU

Concurrent Investment Advisors’s Western Asset Managed Municipals Fund MMU Stock Holding History

Concurrent Investment Advisors’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 		– Sell
-28,846
Closed -$297K – 2170
2026
Q1 		$297K Sell
28,846
-68
-0.2% -$714 ﹤0.01% 1515
2025
Q4 		$302K Buy
28,914
+8,506
+42% +$88.3K ﹤0.01% 1395
2025
Q3 		$211K Sell
20,408
-1,000
-5% -$10K ﹤0.01% 1335
2025
Q2 		$212K Buy
21,408
+3,000
+16% +$29.7K ﹤0.01% 1240
2025
Q1 		$189K Buy
18,408
+383
+2% +$3.96K ﹤0.01% 1137
2024
Q4 		$184K Hold
18,025
– – ﹤0.01% 1002
2024
Q3 		$195K Sell
18,025
-6,000
-25% -$63.9K 0.01% 947
2024
Q2 		$249K Buy
24,025
+3,490
+17% +$35.3K 0.01% 798
2024
Q1 		$215K Sell
20,535
-351
-2% -$3.57K 0.01% 788
2023
Q4 		$212K Buy
+20,886
New +$197K 0.01% 751

Other funds holding MMU

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
WIA
Westview Investment Advisors Burlington, Vermont $204M AUM
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return

Concurrent Investment Advisors's MMU Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of Western Asset Managed Municipals Fund (MMU) in Q2 2026, closing a stake of 28,846 shares — an estimated $297K sold.

Concurrent Investment Advisors first reported a position in MMU in Q4 2023 and held it in 10 quarters. The position peaked at $302K in Q4 2025. 44 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining Western Asset Managed Municipals Fund position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 28,846 Western Asset Managed Municipals Fund shares in Q2 2026, an estimated $297K.
  • Concurrent Investment Advisors first reported a position in Western Asset Managed Municipals Fund in Q4 2023 and held it in 10 quarters.
  • Concurrent Investment Advisors's Western Asset Managed Municipals Fund position peaked at $302K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.