Divergent Wealth Advisors’s Western Asset Managed Municipals Fund MMU Stock Holding History

Divergent Wealth 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
2018 Q4	–	Sell	-9,838	Closed	-$115K	–	93
2018 Q3	$115K	Hold	9,838	–	–	0.04%	43
2018 Q2	$125K	Hold	9,838	–	–	0.05%	43
2018 Q1	$128K	Buy	+9,838	New	+$132K	0.05%	43

Other funds holding MMU

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

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

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

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

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

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

Divergent Wealth Advisors's MMU Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2018, closing a stake of 9,838 shares — an estimated $115K sold.

Divergent Wealth Advisors first reported a position in MMU in Q1 2018 and held it in 3 quarters. The position peaked at $128K in Q1 2018. 71 funds tracked by Wall St. Rank hold MMU as of Q4 2018.

Divergent Wealth Advisors reported no remaining Western Asset Managed Municipals Fund position as of Q4 2018 after selling out during the quarter.
Divergent Wealth Advisors sold 9,838 Western Asset Managed Municipals Fund shares in Q4 2018, an estimated $115K.
Divergent Wealth Advisors first reported a position in Western Asset Managed Municipals Fund in Q1 2018 and held it in 3 quarters.
Divergent Wealth Advisors's Western Asset Managed Municipals Fund position peaked at $128K in Q1 2018.
71 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.