I
MMU

IberiaBank’s Western Asset Managed Municipals Fund MMU Stock Holding History

IberiaBank’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
2018
Q1 		– Sell
-17,796
Closed -$251K – 233
2017
Q4 		$251K Hold
17,796
– – 0.04% 213
2017
Q3 		$252K Buy
+17,796
New +$251K 0.04% 199

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
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

IberiaBank's MMU Position: Q1 2018 in Review

IberiaBank sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2018, closing a stake of 17,796 shares — an estimated $251K sold.

IberiaBank first reported a position in MMU in Q3 2017 and held it in 2 quarters. The position peaked at $252K in Q3 2017. 73 funds tracked by Wall St. Rank hold MMU as of Q1 2018.

  • IberiaBank reported no remaining Western Asset Managed Municipals Fund position as of Q1 2018 after selling out during the quarter.
  • IberiaBank sold 17,796 Western Asset Managed Municipals Fund shares in Q1 2018, an estimated $251K.
  • IberiaBank first reported a position in Western Asset Managed Municipals Fund in Q3 2017 and held it in 2 quarters.
  • IberiaBank's Western Asset Managed Municipals Fund position peaked at $252K in Q3 2017.
  • 73 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2018.

Based on IberiaBank's 13F filing for Q1 2018, filed 12 Apr 2018.