JMPWA
MMU

JP Morgan Private Wealth Advisors’s Western Asset Managed Municipals Fund MMU Stock Holding History

JP Morgan Private Wealth 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
2016
Q2 		– Sell
-17,000
Closed -$254K – 1296
2016
Q1 		$254K Hold
17,000
– – ﹤0.01% 1005
2015
Q4 		$241K Buy
+17,000
New +$240K ﹤0.01% 956

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MMU Position: Q2 2016 in Review

JP Morgan Private Wealth Advisors sold out of Western Asset Managed Municipals Fund (MMU) in Q2 2016, closing a stake of 17,000 shares — an estimated $254K sold.

JP Morgan Private Wealth Advisors first reported a position in MMU in Q4 2015 and held it in 2 quarters. The position peaked at $254K in Q1 2016. 57 funds tracked by Wall St. Rank hold MMU as of Q2 2016.

  • JP Morgan Private Wealth Advisors reported no remaining Western Asset Managed Municipals Fund position as of Q2 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 17,000 Western Asset Managed Municipals Fund shares in Q2 2016, an estimated $254K.
  • JP Morgan Private Wealth Advisors first reported a position in Western Asset Managed Municipals Fund in Q4 2015 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Western Asset Managed Municipals Fund position peaked at $254K in Q1 2016.
  • 57 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.