CWM
MMU

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

Cornerstone 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
2018
Q4 		– Sell
-33,135
Closed -$2.35M – 841
2018
Q3 		$2.35M Buy
33,135
+3,172
+11% +$40K 0.03% 453
2018
Q2 		$2.35M Buy
+29,963
New +$383K 0.03% 487

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cornerstone Wealth Management's MMU Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2018, closing a stake of 33,135 shares — an estimated $2.35M sold.

Cornerstone Wealth Management first reported a position in MMU in Q2 2018 and held it in 2 quarters. The position peaked at $2.35M in Q3 2018. 71 funds tracked by Wall St. Rank hold MMU as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Western Asset Managed Municipals Fund position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 33,135 Western Asset Managed Municipals Fund shares in Q4 2018, an estimated $2.35M.
  • Cornerstone Wealth Management first reported a position in Western Asset Managed Municipals Fund in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Western Asset Managed Municipals Fund position peaked at $2.35M in Q3 2018.
  • 71 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.