Integrated Investment Consultants’s Western Asset Managed Municipals Fund MMU Stock Holding History

Integrated Investment Consultants’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 Q2	–	Sell	-686	Closed	-$9K	–	503
2018 Q1	$9K	Buy	+686	New	+$9.19K	﹤0.01%	651
2017 Q3	$10K	Hold	686	–	–	﹤0.01%	511
2017 Q2	$9K	Hold	686	–	–	﹤0.01%	511
2017 Q1	$9K	Hold	686	–	–	﹤0.01%	519
2016 Q4	$9K	Hold	686	–	–	﹤0.01%	510
2016 Q3	$10K	Hold	686	–	–	0.01%	504
2016 Q2	$10K	Hold	686	–	–	0.01%	520
2016 Q1	$10K	Buy	+686	New	+$10.1K	0.01%	505

Other funds holding MMU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Integrated Investment Consultants's MMU Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Western Asset Managed Municipals Fund (MMU) in Q2 2018, closing a stake of 686 shares — an estimated $9K sold.

Integrated Investment Consultants first reported a position in MMU in Q1 2016 and held it in 8 quarters. The position peaked at $10K in Q3 2017. 83 funds tracked by Wall St. Rank hold MMU as of Q2 2018.

Integrated Investment Consultants reported no remaining Western Asset Managed Municipals Fund position as of Q2 2018 after selling out during the quarter.
Integrated Investment Consultants sold 686 Western Asset Managed Municipals Fund shares in Q2 2018, an estimated $9K.
Integrated Investment Consultants first reported a position in Western Asset Managed Municipals Fund in Q1 2016 and held it in 8 quarters.
Integrated Investment Consultants's Western Asset Managed Municipals Fund position peaked at $10K in Q3 2017.
83 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.