HWMO
MMU

Heritage Wealth Management (Ohio)’s Western Asset Managed Municipals Fund MMU Stock Holding History

Heritage Wealth Management (Ohio)’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
2024
Q4 		– Sell
-10,880
Closed -$118K – 233
2024
Q3 		$118K Buy
+10,880
New +$116K 0.04% 227

Other funds holding MMU

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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s MMU Position: Q4 2024 in Review

Heritage Wealth Management (Ohio) sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2024, closing a stake of 10,880 shares — an estimated $118K sold.

Heritage Wealth Management (Ohio) first reported a position in MMU in Q3 2024 and held it in 1 quarter. The position peaked at $118K in Q3 2024. 115 funds tracked by Wall St. Rank hold MMU as of Q4 2024.

  • Heritage Wealth Management (Ohio) reported no remaining Western Asset Managed Municipals Fund position as of Q4 2024 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 10,880 Western Asset Managed Municipals Fund shares in Q4 2024, an estimated $118K.
  • Heritage Wealth Management (Ohio) first reported a position in Western Asset Managed Municipals Fund in Q3 2024 and held it in 1 quarter.
  • Heritage Wealth Management (Ohio)'s Western Asset Managed Municipals Fund position peaked at $118K in Q3 2024.
  • 115 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2024.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q4 2024, filed 5 Feb 2025.