GI
MMU

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

Gradient 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
Q2 		– Sell
-107
Closed -$1K – 1053
2019
Q1 		$1K Buy
+107
New +$1.41K ﹤0.01% 805

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
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 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
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
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Gradient Investments's MMU Position: Q2 2019 in Review

Gradient Investments sold out of Western Asset Managed Municipals Fund (MMU) in Q2 2019, closing a stake of 107 shares — an estimated $1K sold.

Gradient Investments first reported a position in MMU in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 68 funds tracked by Wall St. Rank hold MMU as of Q2 2019.

  • Gradient Investments reported no remaining Western Asset Managed Municipals Fund position as of Q2 2019 after selling out during the quarter.
  • Gradient Investments sold 107 Western Asset Managed Municipals Fund shares in Q2 2019, an estimated $1K.
  • Gradient Investments first reported a position in Western Asset Managed Municipals Fund in Q1 2019 and held it in 1 quarter.
  • Gradient Investments's Western Asset Managed Municipals Fund position peaked at $1K in Q1 2019.
  • 68 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2019.

Based on Gradient Investments's 13F filing for Q2 2019, filed 16 Jul 2019.