IA
MMU

IFP Advisors’s Western Asset Managed Municipals Fund MMU Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-1,137
Closed -$15K – 4032
2022
Q4 		$15K Buy
1,137
+332
+41% +$3.29K ﹤0.01% 3115
2022
Q3 		$10K Buy
805
+226
+39% +$2.41K ﹤0.01% 3655
2022
Q2 		$7K Hold
579
– – ﹤0.01% 3608
2022
Q1 		$7K Buy
+579
New +$7.09K ﹤0.01% 3607
2019
Q1 		– Sell
-6,821
Closed -$92K – 3003
2018
Q4 		$92K Sell
6,821
-12,579
-65% -$153K 0.01% 1243
2018
Q3 		$235K Sell
19,400
-103
-0.5% -$1.3K 0.01% 990
2018
Q2 		$247K Buy
19,503
+3,362
+21% +$42.9K 0.01% 959
2018
Q1 		$227K Hold
16,141
– – 0.01% 931
2017
Q4 		$227K Sell
16,141
-8,889
-36% -$126K 0.01% 933
2017
Q3 		$350K Buy
25,030
+4,316
+21% +$61K 0.01% 854
2017
Q2 		$286K Buy
20,714
+3,319
+19% +$46K 0.01% 929
2017
Q1 		$239K Buy
17,395
+2,703
+18% +$37.2K 0.01% 1032
2016
Q4 		$202K Sell
14,692
-2,778
-16% -$38.6K 0.01% 1045
2016
Q3 		$265K Buy
17,470
+2,016
+13% +$31K 0.01% 870
2016
Q2 		$234K Buy
+15,454
New +$233K 0.01% 898
2016
Q1 		– Sell
-5,023
Closed -$71K – 2993
2015
Q4 		$71K Buy
+5,023
New +$71K ﹤0.01% 1381

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

IFP Advisors's MMU Position: Q1 2023 in Review

IFP Advisors sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2023, closing a stake of 1,137 shares — an estimated $15K sold.

IFP Advisors first reported a position in MMU in Q4 2015 and held it in 16 quarters. The position peaked at $350K in Q3 2017. 89 funds tracked by Wall St. Rank hold MMU as of Q1 2023.

  • IFP Advisors reported no remaining Western Asset Managed Municipals Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 1,137 Western Asset Managed Municipals Fund shares in Q1 2023, an estimated $15K.
  • IFP Advisors first reported a position in Western Asset Managed Municipals Fund in Q4 2015 and held it in 16 quarters.
  • IFP Advisors's Western Asset Managed Municipals Fund position peaked at $350K in Q3 2017.
  • 89 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.