Dynamic Advisor Solutions’s Western Asset Managed Municipals Fund MMU Stock Holding History

Dynamic Advisor Solutions’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
2021 Q1	–	Sell	-15,070	Closed	-$193K	–	739
2020 Q4	$193K	Hold	15,070	–	–	0.02%	609
2020 Q3	$184K	Buy	15,070 +750	+5%	+$9.28K	0.02%	541
2020 Q2	$172K	Hold	14,320	–	–	0.02%	491
2020 Q1	$171K	Hold	14,320	–	–	0.03%	424
2019 Q4	$191K	Hold	14,320	–	–	0.03%	510
2019 Q3	$197K	Buy	14,320 +920	+7%	+$13K	0.03%	470
2019 Q2	$184K	Hold	13,400	–	–	0.03%	464
2019 Q1	$176K	Buy	13,400 +750	+6%	+$9.88K	0.03%	389
2018 Q4	$165K	Sell	12,650 -300	-2%	-$3.65K	0.04%	366
2018 Q3	$157K	Hold	12,950	–	–	0.03%	389
2018 Q2	$164K	Buy	12,950 +300	+2%	+$3.83K	0.04%	389
2018 Q1	$165K	Buy	+12,650	New	+$170K	0.04%	346

Other funds holding MMU

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

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

Dynamic Advisor Solutions's MMU Position: Q1 2021 in Review

Dynamic Advisor Solutions sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2021, closing a stake of 15,070 shares — an estimated $193K sold.

Dynamic Advisor Solutions first reported a position in MMU in Q1 2018 and held it in 12 quarters. The position peaked at $197K in Q3 2019. 76 funds tracked by Wall St. Rank hold MMU as of Q1 2021.

Dynamic Advisor Solutions reported no remaining Western Asset Managed Municipals Fund position as of Q1 2021 after selling out during the quarter.
Dynamic Advisor Solutions sold 15,070 Western Asset Managed Municipals Fund shares in Q1 2021, an estimated $193K.
Dynamic Advisor Solutions first reported a position in Western Asset Managed Municipals Fund in Q1 2018 and held it in 12 quarters.
Dynamic Advisor Solutions's Western Asset Managed Municipals Fund position peaked at $197K in Q3 2019.
76 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2021, filed 27 Apr 2021.