KFS
MMU

KMS Financial Services’s Western Asset Managed Municipals Fund MMU Stock Holding History

KMS Financial Services’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
2014
Q3 		$137K Buy
10,448
+148
+1% +$1.93K 0.02% 505
2014
Q2 		$135K Buy
10,300
+145
+1% +$1.89K 0.02% 517
2014
Q1 		$129K Buy
10,155
+148
+1% +$1.87K 0.02% 500
2013
Q4 		$122K Buy
+10,007
New +$123K 0.02% 497

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

KMS Financial Services's MMU Position: Q3 2014 in Review

KMS Financial Services increased its Western Asset Managed Municipals Fund (MMU) stake by 1.4% in Q3 2014, buying an estimated $1.93K and bringing the position to 10,448 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #505.

KMS Financial Services first reported a position in MMU in Q4 2013 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold MMU as of Q3 2014.

  • KMS Financial Services held 10,448 shares of Western Asset Managed Municipals Fund worth $137K as of Q3 2014.
  • KMS Financial Services bought 148 Western Asset Managed Municipals Fund shares in Q3 2014, an estimated $1.93K.
  • Western Asset Managed Municipals Fund made up 0.02% of KMS Financial Services's portfolio in Q3 2014, its #505 holding.
  • KMS Financial Services first reported a position in Western Asset Managed Municipals Fund in Q4 2013 and has held it in 4 quarters since.
  • 47 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.