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

Ladenburg Thalmann 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
2019 Q4	$1.27M	Buy	95,433 +95	+0.1%	+$1.3K	0.01%	1121
2019 Q3	$1.31M	Buy	95,338 +1,656	+2%	+$23.5K	0.01%	1055
2019 Q2	$1.28M	Buy	93,682 +11,803	+14%	+$160K	0.01%	1050
2019 Q1	$1.08M	Sell	81,879 -5,374	-6%	-$70.8K	0.01%	1137
2018 Q4	$1.11M	Buy	87,253 +2,622	+3%	+$31.9K	0.01%	980
2018 Q3	$1.02M	Buy	84,631 +7,875	+10%	+$99.4K	0.01%	1105
2018 Q2	$1M	Hold	76,756	–	–	0.01%	1075
2018 Q1	$1M	Buy	76,756 +27,300	+55%	+$366K	0.01%	1075
2017 Q4	$696K	Sell	49,456 -3,799	-7%	-$53.8K	0.01%	1304
2017 Q3	$746K	Sell	53,255 -22,049	-29%	-$311K	0.01%	1182
2017 Q2	$1.04M	Buy	75,304 +17,737	+31%	+$246K	0.01%	916
2017 Q1	$792K	Buy	57,567 +388	+0.7%	+$5.34K	0.01%	1028
2016 Q4	$783K	Sell	57,179 -2,260	-4%	-$31.4K	0.01%	978
2016 Q3	$901K	Buy	59,439 +5,614	+10%	+$86.2K	0.01%	856
2016 Q2	$819K	Buy	53,825 +3,232	+6%	+$48.8K	0.01%	846
2016 Q1	$754K	Buy	50,593 +7,341	+17%	+$108K	0.01%	828
2015 Q4	$613K	Buy	43,252 +28,236	+188%	+$399K	0.01%	914
2015 Q3	$208K	Buy	15,016 +749	+5%	+$10.4K	﹤0.01%	1461
2015 Q2	$193K	Buy	14,267 +1,178	+9%	+$16.3K	﹤0.01%	1629
2015 Q1	$185K	Buy	13,089 +175	+1%	+$2.44K	﹤0.01%	1630
2014 Q4	$176K	Buy	12,914 +10,628	+465%	+$143K	﹤0.01%	1516
2014 Q3	$30K	Buy	2,286 +34	+2%	+$443	﹤0.01%	2352
2014 Q2	$30K	Buy	2,252 +33	+1%	+$429	﹤0.01%	2364
2014 Q1	$28K	Buy	2,219 +34	+2%	+$430	﹤0.01%	2352
2013 Q4	$27K	Buy	2,185 +35	+2%	+$432	﹤0.01%	2340
2013 Q3	$26K	Sell	2,150 -138	-6%	-$1.67K	﹤0.01%	2271
2013 Q2	$30K	Buy	+2,288	New	+$32.2K	﹤0.01%	2071

Other funds holding MMU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MMU Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Western Asset Managed Municipals Fund (MMU) stake by 0.1% in Q4 2019, buying an estimated $1.3K and bringing the position to 95,433 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #1121.

Ladenburg Thalmann Financial Services first reported a position in MMU in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.31M in Q3 2019. 78 funds tracked by Wall St. Rank hold MMU as of Q4 2019.

Ladenburg Thalmann Financial Services held 95,433 shares of Western Asset Managed Municipals Fund worth $1.27M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 95 Western Asset Managed Municipals Fund shares in Q4 2019, an estimated $1.3K.
Western Asset Managed Municipals Fund made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1121 holding.
Ladenburg Thalmann Financial Services first reported a position in Western Asset Managed Municipals Fund in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's Western Asset Managed Municipals Fund position peaked at $1.31M in Q3 2019.
78 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.