FA
MMU

Fiduciary Alliance’s Western Asset Managed Municipals Fund MMU Stock Holding History

Fiduciary Alliance’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
2025
Q3 		– Sell
-16,777
Closed -$166K – 512
2025
Q2 		$166K Sell
16,777
-300
-2% -$2.97K 0.01% 470
2025
Q1 		$176K Sell
17,077
-1,341
-7% -$13.9K 0.02% 370
2024
Q4 		$188K Buy
+18,418
New +$194K 0.02% 341

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Alliance's MMU Position: Q3 2025 in Review

Fiduciary Alliance sold out of Western Asset Managed Municipals Fund (MMU) in Q3 2025, closing a stake of 16,777 shares — an estimated $166K sold.

Fiduciary Alliance first reported a position in MMU in Q4 2024 and held it in 3 quarters. The position peaked at $188K in Q4 2024. 113 funds tracked by Wall St. Rank hold MMU as of Q3 2025.

  • Fiduciary Alliance reported no remaining Western Asset Managed Municipals Fund position as of Q3 2025 after selling out during the quarter.
  • Fiduciary Alliance sold 16,777 Western Asset Managed Municipals Fund shares in Q3 2025, an estimated $166K.
  • Fiduciary Alliance first reported a position in Western Asset Managed Municipals Fund in Q4 2024 and held it in 3 quarters.
  • Fiduciary Alliance's Western Asset Managed Municipals Fund position peaked at $188K in Q4 2024.
  • 113 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2025.

Based on Fiduciary Alliance's 13F filing for Q3 2025, filed 8 Oct 2025.