FIMG
MMU

Financial & Investment Management Group’s Western Asset Managed Municipals Fund MMU Stock Holding History

Financial & Investment Management Group’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 		$203K Sell
16,000
-5,000
-24% -$60.9K 0.07% 106
2018
Q3 		$254K Hold
21,000
– – 0.08% 97
2018
Q2 		$266K Buy
+21,000
New +$268K 0.08% 89

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Financial & Investment Management Group's MMU Position: Q4 2018 in Review

Financial & Investment Management Group reduced its Western Asset Managed Municipals Fund (MMU) stake by 24% in Q4 2018, selling an estimated $60.9K and leaving 16,000 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #106.

Financial & Investment Management Group first reported a position in MMU in Q2 2018 and has held it in 3 quarters since. The position peaked at $266K in Q2 2018. 71 funds tracked by Wall St. Rank hold MMU as of Q4 2018.

  • Financial & Investment Management Group held 16,000 shares of Western Asset Managed Municipals Fund worth $203K as of Q4 2018.
  • Financial & Investment Management Group sold 5,000 Western Asset Managed Municipals Fund shares in Q4 2018, an estimated $60.9K.
  • Western Asset Managed Municipals Fund made up 0.07% of Financial & Investment Management Group's portfolio in Q4 2018, its #106 holding.
  • Financial & Investment Management Group first reported a position in Western Asset Managed Municipals Fund in Q2 2018 and has held it in 3 quarters since.
  • Financial & Investment Management Group's Western Asset Managed Municipals Fund position peaked at $266K in Q2 2018.
  • 71 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.