KMWM
MMU

Keudell/Morrison Wealth Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

Keudell/Morrison Wealth Management’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
2025
Q2 		– Sell
-15,350
Closed -$158K – 238
2025
Q1 		$158K Sell
15,350
-5,000
-25% -$51.7K 0.04% 213
2024
Q4 		$208K Buy
+20,350
New +$214K 0.05% 206
2023
Q2 		– Sell
-12,170
Closed -$125K – 190
2023
Q1 		$125K Hold
12,170
– – 0.04% 181
2022
Q4 		$123K Sell
12,170
-1,650
-12% -$16.4K 0.04% 181
2022
Q3 		$134K Sell
13,820
-30,078
-69% -$320K 0.05% 172
2022
Q2 		$464K Sell
43,898
-67,416
-61% -$733K 0.17% 100
2022
Q1 		$1.29M Buy
111,314
+16,145
+17% +$198K 0.54% 51
2021
Q4 		$1.25M Sell
95,169
-675
-0.7% -$8.89K 0.49% 51
2021
Q3 		$1.28M Buy
95,844
+964
+1% +$13.1K 0.55% 47
2021
Q2 		$1.29M Sell
94,880
-1,854
-2% -$24.8K 0.7% 44
2021
Q1 		$1.26M Buy
96,734
+306
+0.3% +$3.96K 0.73% 42
2020
Q4 		$1.24M Sell
96,428
-2,217
-2% -$27.7K 0.79% 38
2020
Q3 		$1.2M Sell
98,645
-1,300
-1% -$16.1K 0.77% 32
2020
Q2 		$1.2M Buy
99,945
+103
+0.1% +$1.21K 0.99% 30
2020
Q1 		$1.19M Buy
99,842
+1,750
+2% +$23K 1.17% 24
2019
Q4 		$1.31M Sell
98,092
-1,750
-2% -$23.9K 0.9% 32
2019
Q3 		$1.37M Buy
99,842
+3,000
+3% +$42.5K 1.13% 23
2019
Q2 		$1.44M Sell
96,842
-2,400
-2% -$32.5K 1.26% 20
2019
Q1 		$1.31M Buy
+99,242
New +$1.31M 1.15% 23

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Keudell/Morrison Wealth Management's MMU Position: Q2 2025 in Review

Keudell/Morrison Wealth Management sold out of Western Asset Managed Municipals Fund (MMU) in Q2 2025, closing a stake of 15,350 shares — an estimated $158K sold.

Keudell/Morrison Wealth Management first reported a position in MMU in Q1 2019 and held it in 19 quarters. The position peaked at $1.44M in Q2 2019. 115 funds tracked by Wall St. Rank hold MMU as of Q2 2025.

  • Keudell/Morrison Wealth Management reported no remaining Western Asset Managed Municipals Fund position as of Q2 2025 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 15,350 Western Asset Managed Municipals Fund shares in Q2 2025, an estimated $158K.
  • Keudell/Morrison Wealth Management first reported a position in Western Asset Managed Municipals Fund in Q1 2019 and held it in 19 quarters.
  • Keudell/Morrison Wealth Management's Western Asset Managed Municipals Fund position peaked at $1.44M in Q2 2019.
  • 115 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.