FNBT
MMU

FineMark National Bank & Trust’s Western Asset Managed Municipals Fund MMU Stock Holding History

FineMark National Bank & Trust’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
2017
Q2 		– Sell
-14,074
Closed -$194K – 371
2017
Q1 		$194K Hold
14,074
– – 0.01% 350
2016
Q4 		$193K Buy
+14,074
New +$195K 0.02% 343

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

FineMark National Bank & Trust's MMU Position: Q2 2017 in Review

FineMark National Bank & Trust sold out of Western Asset Managed Municipals Fund (MMU) in Q2 2017, closing a stake of 14,074 shares — an estimated $194K sold.

FineMark National Bank & Trust first reported a position in MMU in Q4 2016 and held it in 2 quarters. The position peaked at $194K in Q1 2017. 67 funds tracked by Wall St. Rank hold MMU as of Q2 2017.

  • FineMark National Bank & Trust reported no remaining Western Asset Managed Municipals Fund position as of Q2 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 14,074 Western Asset Managed Municipals Fund shares in Q2 2017, an estimated $194K.
  • FineMark National Bank & Trust first reported a position in Western Asset Managed Municipals Fund in Q4 2016 and held it in 2 quarters.
  • FineMark National Bank & Trust's Western Asset Managed Municipals Fund position peaked at $194K in Q1 2017.
  • 67 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2017.

Based on FineMark National Bank & Trust's 13F filing for Q2 2017, filed 26 Jul 2017.