GI
MMU

Glovista Investments’s Western Asset Managed Municipals Fund MMU Stock Holding History

Glovista Investments’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
2019
Q3 		– Sell
-20,748
Closed -$284K – 98
2019
Q2 		$284K Sell
20,748
-28,657
-58% -$388K 0.09% 86
2019
Q1 		$651K Buy
49,405
+8,328
+20% +$110K 0.2% 49
2018
Q4 		$522K Buy
+41,077
New +$500K 0.15% 59

Other funds holding MMU

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Glovista Investments's MMU Position: Q3 2019 in Review

Glovista Investments sold out of Western Asset Managed Municipals Fund (MMU) in Q3 2019, closing a stake of 20,748 shares — an estimated $284K sold.

Glovista Investments first reported a position in MMU in Q4 2018 and held it in 3 quarters. The position peaked at $651K in Q1 2019. 68 funds tracked by Wall St. Rank hold MMU as of Q3 2019.

  • Glovista Investments reported no remaining Western Asset Managed Municipals Fund position as of Q3 2019 after selling out during the quarter.
  • Glovista Investments sold 20,748 Western Asset Managed Municipals Fund shares in Q3 2019, an estimated $284K.
  • Glovista Investments first reported a position in Western Asset Managed Municipals Fund in Q4 2018 and held it in 3 quarters.
  • Glovista Investments's Western Asset Managed Municipals Fund position peaked at $651K in Q1 2019.
  • 68 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2019.

Based on Glovista Investments's 13F filing for Q3 2019, filed 14 Nov 2019.