Creative Planning’s Western Asset Managed Municipals Fund MMU Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-7,655	Closed	-$106K	–	2991
2017 Q2	$106K	Buy	7,655 +1,501	+24%	+$20.8K	﹤0.01%	1952
2017 Q1	$85K	Hold	6,154	–	–	﹤0.01%	2064
2016 Q4	$84K	Hold	6,154	–	–	﹤0.01%	1987
2016 Q3	$93K	Hold	6,154	–	–	﹤0.01%	1895
2016 Q2	$93K	Hold	6,154	–	–	﹤0.01%	1717
2016 Q1	$92K	Buy	6,154 +400	+7%	+$5.86K	﹤0.01%	1683
2015 Q4	$82K	Hold	5,754	–	–	﹤0.01%	1753
2015 Q3	$80K	Buy	+5,754	New	+$80.1K	﹤0.01%	1719
2015 Q2	–	Sell	-5,754	Closed	-$82K	–	2258
2015 Q1	$82K	Buy	5,754 +754	+15%	+$10.5K	﹤0.01%	1686
2014 Q4	$68K	Buy	5,000 +4,600	+1,150%	+$61.7K	﹤0.01%	1792
2014 Q3	$5K	Buy	+400	New	+$5.21K	﹤0.01%	3297
2014 Q1	–	Sell	-567	Closed	-$7K	–	3705
2013 Q4	$7K	Buy	567 +360	+174%	+$4.44K	﹤0.01%	2719
2013 Q3	$3K	Hold	207	–	–	﹤0.01%	2891
2013 Q2	$3K	Buy	+207	New	+$2.92K	﹤0.01%	2714

Other funds holding MMU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Creative Planning's MMU Position: Q3 2017 in Review

Creative Planning sold out of Western Asset Managed Municipals Fund (MMU) in Q3 2017, closing a stake of 7,655 shares — an estimated $106K sold.

Creative Planning first reported a position in MMU in Q2 2013 and held it in 14 quarters. The position peaked at $106K in Q2 2017. 66 funds tracked by Wall St. Rank hold MMU as of Q3 2017.

Creative Planning reported no remaining Western Asset Managed Municipals Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 7,655 Western Asset Managed Municipals Fund shares in Q3 2017, an estimated $106K.
Creative Planning first reported a position in Western Asset Managed Municipals Fund in Q2 2013 and held it in 14 quarters.
Creative Planning's Western Asset Managed Municipals Fund position peaked at $106K in Q2 2017.
66 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.