EWM
MMU

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

Elite 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
2014
Q4 		– Sell
-5,800
Closed -$76K – 309
2014
Q3 		$76K Hold
5,800
– – 0.07% 100
2014
Q2 		$76K Hold
5,800
– – 0.08% 92
2014
Q1 		$74K Hold
5,800
– – 0.06% 98
2013
Q4 		$71K Hold
5,800
– – 0.05% 129
2013
Q3 		$72K Hold
5,800
– – 0.06% 146
2013
Q2 		$77K Buy
+5,800
New +$81.7K 0.11% 95

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Elite Wealth Management's MMU Position: Q4 2014 in Review

Elite Wealth Management sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2014, closing a stake of 5,800 shares — an estimated $76K sold.

Elite Wealth Management first reported a position in MMU in Q2 2013 and held it in 6 quarters. The position peaked at $77K in Q2 2013. 49 funds tracked by Wall St. Rank hold MMU as of Q4 2014.

  • Elite Wealth Management reported no remaining Western Asset Managed Municipals Fund position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 5,800 Western Asset Managed Municipals Fund shares in Q4 2014, an estimated $76K.
  • Elite Wealth Management first reported a position in Western Asset Managed Municipals Fund in Q2 2013 and held it in 6 quarters.
  • Elite Wealth Management's Western Asset Managed Municipals Fund position peaked at $77K in Q2 2013.
  • 49 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.