IWP
MMU

IAG Wealth Partners’s Western Asset Managed Municipals Fund MMU Stock Holding History

IAG Wealth Partners’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
2022
Q2 		– Sell
-3,143
Closed -$37K – 465
2022
Q1 		$37K Hold
3,143
– – 0.01% 169
2021
Q4 		$41K Hold
3,143
– – 0.01% 154
2021
Q3 		$42K Hold
3,143
– – 0.01% 136
2021
Q2 		$43K Buy
+3,143
New +$42.1K 0.02% 132

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

IAG Wealth Partners's MMU Position: Q2 2022 in Review

IAG Wealth Partners sold out of Western Asset Managed Municipals Fund (MMU) in Q2 2022, closing a stake of 3,143 shares — an estimated $37K sold.

IAG Wealth Partners first reported a position in MMU in Q2 2021 and held it in 4 quarters. The position peaked at $43K in Q2 2021. 92 funds tracked by Wall St. Rank hold MMU as of Q2 2022.

  • IAG Wealth Partners reported no remaining Western Asset Managed Municipals Fund position as of Q2 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 3,143 Western Asset Managed Municipals Fund shares in Q2 2022, an estimated $37K.
  • IAG Wealth Partners first reported a position in Western Asset Managed Municipals Fund in Q2 2021 and held it in 4 quarters.
  • IAG Wealth Partners's Western Asset Managed Municipals Fund position peaked at $43K in Q2 2021.
  • 92 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2022.

Based on IAG Wealth Partners's 13F filing for Q2 2022, filed 3 Aug 2022.