KeyBank National Association
MMU

KeyBank National Association’s Western Asset Managed Municipals Fund MMU Stock Holding History

KeyBank National Association’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
2017
Q4 		– Sell
-11,330
Closed -$159K – 1085
2017
Q3 		$159K Hold
11,330
– – ﹤0.01% 1055
2017
Q2 		$156K Hold
11,330
– – ﹤0.01% 1071
2017
Q1 		$156K Hold
11,330
– – ﹤0.01% 1102
2016
Q4 		$155K Sell
11,330
-16,000
-59% -$222K ﹤0.01% 1100
2016
Q3 		$414K Hold
27,330
– – ﹤0.01% 882
2016
Q2 		$414K Hold
27,330
– – ﹤0.01% 842
2016
Q1 		$408K Hold
27,330
– – ﹤0.01% 834
2015
Q4 		$388K Hold
27,330
– – ﹤0.01% 866
2015
Q3 		$379K Hold
27,330
– – ﹤0.01% 866
2015
Q2 		$368K Hold
27,330
– – ﹤0.01% 942
2015
Q1 		$388K Buy
27,330
+6,433
+31% +$89.8K ﹤0.01% 930
2014
Q4 		$284K Hold
20,897
– – ﹤0.01% 1051
2014
Q3 		$273K Hold
20,897
– – ﹤0.01% 1073
2014
Q2 		$274K Sell
20,897
-340
-2% -$4.42K ﹤0.01% 1117
2014
Q1 		$271K Buy
21,237
+1,140
+6% +$14.4K ﹤0.01% 1119
2013
Q4 		$245K Hold
20,097
– – ﹤0.01% 1137
2013
Q3 		$248K Hold
20,097
– – ﹤0.01% 1115
2013
Q2 		$268K Buy
+20,097
New +$283K ﹤0.01% 1161

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

KeyBank National Association's MMU Position: Q4 2017 in Review

KeyBank National Association sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2017, closing a stake of 11,330 shares — an estimated $159K sold.

KeyBank National Association first reported a position in MMU in Q2 2013 and held it in 18 quarters. The position peaked at $414K in Q3 2016. 67 funds tracked by Wall St. Rank hold MMU as of Q4 2017.

  • KeyBank National Association reported no remaining Western Asset Managed Municipals Fund position as of Q4 2017 after selling out during the quarter.
  • KeyBank National Association sold 11,330 Western Asset Managed Municipals Fund shares in Q4 2017, an estimated $159K.
  • KeyBank National Association first reported a position in Western Asset Managed Municipals Fund in Q2 2013 and held it in 18 quarters.
  • KeyBank National Association's Western Asset Managed Municipals Fund position peaked at $414K in Q3 2016.
  • 67 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2017.

Based on KeyBank National Association's 13F filing for Q4 2017, filed 8 Feb 2018.