EFSCE
MMU

Enterprise Financial Services Corp (EFSC)’s Western Asset Managed Municipals Fund MMU Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
Q3 		– Sell
-9,800
Closed -$124K – 1049
2018
Q2 		$124K Hold
9,800
– – 0.06% 171
2018
Q1 		$128K Hold
9,800
– – 0.07% 173
2017
Q4 		$138K Hold
9,800
– – 0.07% 173
2017
Q3 		$137K Hold
9,800
– – 0.07% 172
2017
Q2 		$135K Hold
9,800
– – 0.07% 173
2017
Q1 		$135K Hold
9,800
– – 0.07% 177
2016
Q4 		$134K Hold
9,800
– – 0.07% 170
2016
Q3 		$149K Hold
9,800
– – 0.08% 160
2016
Q2 		$148K Hold
9,800
– – 0.09% 155
2016
Q1 		$146K Hold
9,800
– – 0.09% 148
2015
Q4 		$139K Hold
9,800
– – 0.08% 144
2015
Q3 		$136K Hold
9,800
– – 0.09% 141
2015
Q2 		$132K Hold
9,800
– – 0.08% 146
2015
Q1 		$139K Hold
9,800
– – 0.08% 147
2014
Q4 		$133K Hold
9,800
– – 0.08% 151
2014
Q3 		$128K Hold
9,800
– – 0.08% 150
2014
Q2 		$128K Hold
9,800
– – 0.08% 152
2014
Q1 		$125K Hold
9,800
– – 0.08% 152
2013
Q4 		$120K Hold
9,800
– – 0.07% 153
2013
Q3 		$121K Buy
+9,800
New +$119K 0.08% 148

Other funds holding MMU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s MMU Position: Q3 2018 in Review

Enterprise Financial Services Corp (EFSC) sold out of Western Asset Managed Municipals Fund (MMU) in Q3 2018, closing a stake of 9,800 shares — an estimated $124K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in MMU in Q3 2013 and held it in 20 quarters. The position peaked at $149K in Q3 2016. 73 funds tracked by Wall St. Rank hold MMU as of Q3 2018.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Western Asset Managed Municipals Fund position as of Q3 2018 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 9,800 Western Asset Managed Municipals Fund shares in Q3 2018, an estimated $124K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Western Asset Managed Municipals Fund in Q3 2013 and held it in 20 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Western Asset Managed Municipals Fund position peaked at $149K in Q3 2016.
  • 73 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2018.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2018, filed 26 Oct 2018.