JIR
MMU

James Investment Research’s Western Asset Managed Municipals Fund MMU Stock Holding History

James Investment Research’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
Q2 		– Sell
-1,620
Closed -$17K – 440
2023
Q1 		$17K Hold
1,620
– – ﹤0.01% 449
2022
Q4 		$16K Buy
+1,620
New +$16.1K ﹤0.01% 456

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
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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

James Investment Research's MMU Position: Q2 2023 in Review

James Investment Research sold out of Western Asset Managed Municipals Fund (MMU) in Q2 2023, closing a stake of 1,620 shares — an estimated $17K sold.

James Investment Research first reported a position in MMU in Q4 2022 and held it in 2 quarters. The position peaked at $17K in Q1 2023. 91 funds tracked by Wall St. Rank hold MMU as of Q2 2023.

  • James Investment Research reported no remaining Western Asset Managed Municipals Fund position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 1,620 Western Asset Managed Municipals Fund shares in Q2 2023, an estimated $17K.
  • James Investment Research first reported a position in Western Asset Managed Municipals Fund in Q4 2022 and held it in 2 quarters.
  • James Investment Research's Western Asset Managed Municipals Fund position peaked at $17K in Q1 2023.
  • 91 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.