Jones Financial Companies
MMU

Jones Financial Companies’s Western Asset Managed Municipals Fund MMU Stock Holding History

Jones Financial Companies’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
2013
Q4 		– Sell
-240
Closed -$3K – 426
2013
Q3 		$3K Buy
+240
New +$2.9K ﹤0.01% 629

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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Jones Financial Companies's MMU Position: Q4 2013 in Review

Jones Financial Companies sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2013, closing a stake of 240 shares — an estimated $3K sold.

Jones Financial Companies first reported a position in MMU in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 46 funds tracked by Wall St. Rank hold MMU as of Q4 2013.

  • Jones Financial Companies reported no remaining Western Asset Managed Municipals Fund position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 240 Western Asset Managed Municipals Fund shares in Q4 2013, an estimated $3K.
  • Jones Financial Companies first reported a position in Western Asset Managed Municipals Fund in Q3 2013 and held it in 1 quarter.
  • Jones Financial Companies's Western Asset Managed Municipals Fund position peaked at $3K in Q3 2013.
  • 46 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2013.

Based on Jones Financial Companies's 13F filing for Q4 2013, filed 14 Feb 2014.