Integrated Wealth Management (Palm Desert)’s Western Asset Managed Municipals Fund MMU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-1,500
Closed -$21K 1412
2015
Q1
$21K Buy
+1,500
New +$20.9K 0.01% 558

Other funds holding MMU

Integrated Wealth Management (Palm Desert)'s MMU Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Western Asset Managed Municipals Fund (MMU) in Q2 2015, closing a stake of 1,500 shares — an estimated $21K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MMU in Q1 2015 and held it in 1 quarter. The position peaked at $21K in Q1 2015. 47 funds tracked by Wall St. Rank hold MMU as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Western Asset Managed Municipals Fund position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,500 Western Asset Managed Municipals Fund shares in Q2 2015, an estimated $21K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Western Asset Managed Municipals Fund in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Western Asset Managed Municipals Fund position peaked at $21K in Q1 2015.
  • 47 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.