JWCA
MMU

J.W. Cole Advisors’s Western Asset Managed Municipals Fund MMU Stock Holding History

J.W. Cole 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
2026
Q1 		– Sell
-17,292
Closed -$181K – 1205
2025
Q4 		$181K Sell
17,292
-852
-5% -$8.85K ﹤0.01% 1316
2025
Q3 		$188K Buy
18,144
+396
+2% +$3.98K ﹤0.01% 1444
2025
Q2 		$176K Buy
17,748
+158
+0.9% +$1.56K ﹤0.01% 1373
2025
Q1 		$181K Buy
+17,590
New +$182K 0.01% 1166

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

J.W. Cole Advisors's MMU Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2026, closing a stake of 17,292 shares — an estimated $181K sold.

J.W. Cole Advisors first reported a position in MMU in Q1 2025 and held it in 4 quarters. The position peaked at $188K in Q3 2025. 110 funds tracked by Wall St. Rank hold MMU as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Western Asset Managed Municipals Fund position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 17,292 Western Asset Managed Municipals Fund shares in Q1 2026, an estimated $181K.
  • J.W. Cole Advisors first reported a position in Western Asset Managed Municipals Fund in Q1 2025 and held it in 4 quarters.
  • J.W. Cole Advisors's Western Asset Managed Municipals Fund position peaked at $188K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.