IFAM
MMU

Institutional & Family Asset Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

Institutional & Family Asset Management’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
Q2 		$50.7K Buy
4,899
+79
+2% +$800 0.01% 230
2024
Q1 		$50.4K Buy
4,820
+633
+15% +$6.45K 0.01% 236
2023
Q4 		$42.6K Buy
4,187
+1,167
+39% +$11K 0.01% 248
2023
Q3 		$27K Buy
3,020
+33
+1% +$319 ﹤0.01% 275
2023
Q2 		$29.7K Buy
2,987
+33
+1% +$331 ﹤0.01% 273
2023
Q1 		$30.4K Sell
2,954
-4,303
-59% -$44.3K 0.01% 262
2022
Q4 		$73.1K Sell
7,257
-9,830
-58% -$97.4K 0.01% 195
2022
Q3 		$166K Buy
17,087
+31
+0.2% +$330 0.03% 144
2022
Q2 		$180K Buy
17,056
+536
+3% +$5.83K 0.03% 143
2022
Q1 		$192K Buy
16,520
+1,186
+8% +$14.5K 0.03% 154
2021
Q4 		$201K Buy
15,334
+21
+0.1% +$277 0.03% 157
2021
Q3 		$204K Buy
15,313
+1,881
+14% +$25.5K 0.03% 177
2021
Q2 		$182K Buy
13,432
+16
+0.1% +$214 0.03% 181
2021
Q1 		$174K Sell
13,416
-1,151
-8% -$14.9K 0.03% 197
2020
Q4 		$187K Sell
14,567
-172
-1% -$2.15K 0.04% 189
2020
Q3 		$180K Sell
14,739
-292
-2% -$3.61K 0.04% 182
2020
Q2 		$181K Buy
15,031
+25
+0.2% +$294 0.04% 182
2020
Q1 		$179K Buy
15,006
+14
+0.1% +$184 0.04% 157
2019
Q4 		$200K Buy
14,992
+32
+0.2% +$437 0.04% 168
2019
Q3 		$206K Sell
14,960
-2,959
-17% -$41.9K 0.05% 157
2019
Q2 		$245K Sell
17,919
-2,905
-14% -$39.3K 0.05% 155
2019
Q1 		$274K Buy
20,824
+2,526
+14% +$33.3K 0.06% 158
2018
Q4 		$232K Sell
18,298
-4,454
-20% -$54.2K 0.05% 152
2018
Q3 		$276K Buy
22,752
+75
+0.3% +$947 0.05% 162
2018
Q2 		$288K Buy
22,677
+15
+0.1% +$192 0.06% 156
2018
Q1 		$296K Buy
22,662
+582
+3% +$7.8K 0.06% 145
2017
Q4 		$311K Buy
22,080
+823
+4% +$11.7K 0.06% 134
2017
Q3 		$298K Buy
21,257
+10,839
+104% +$153K 0.06% 146
2017
Q2 		$144K Buy
+10,418
New +$144K 0.04% 124

Other funds holding MMU

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Institutional & Family Asset Management's MMU Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Western Asset Managed Municipals Fund (MMU) stake by 1.6% in Q2 2024, buying an estimated $800 and bringing the position to 4,899 shares worth $50.7K. The position accounts for 0.01% of the portfolio, ranked #230.

Institutional & Family Asset Management first reported a position in MMU in Q2 2017 and has held it in 29 quarters since. The position peaked at $311K in Q4 2017. 117 funds tracked by Wall St. Rank hold MMU as of Q2 2024.

  • Institutional & Family Asset Management held 4,899 shares of Western Asset Managed Municipals Fund worth $50.7K as of Q2 2024.
  • Institutional & Family Asset Management bought 79 Western Asset Managed Municipals Fund shares in Q2 2024, an estimated $800.
  • Western Asset Managed Municipals Fund made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #230 holding.
  • Institutional & Family Asset Management first reported a position in Western Asset Managed Municipals Fund in Q2 2017 and has held it in 29 quarters since.
  • Institutional & Family Asset Management's Western Asset Managed Municipals Fund position peaked at $311K in Q4 2017.
  • 117 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.