Laird Norton Wetherby Wealth Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

Laird Norton Wetherby 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
2019 Q2	–	Sell	-11,404	Closed	-$150K	–	693
2019 Q1	$150K	Sell	11,404 -7,399	-39%	-$97.5K	0.02%	636
2018 Q4	$239K	Buy	+18,803	New	+$229K	0.03%	532

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

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 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

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

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

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Laird Norton Wetherby Wealth Management's MMU Position: Q2 2019 in Review

Laird Norton Wetherby Wealth Management sold out of Western Asset Managed Municipals Fund (MMU) in Q2 2019, closing a stake of 11,404 shares — an estimated $150K sold.

Laird Norton Wetherby Wealth Management first reported a position in MMU in Q4 2018 and held it in 2 quarters. The position peaked at $239K in Q4 2018. 68 funds tracked by Wall St. Rank hold MMU as of Q2 2019.

Laird Norton Wetherby Wealth Management reported no remaining Western Asset Managed Municipals Fund position as of Q2 2019 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 11,404 Western Asset Managed Municipals Fund shares in Q2 2019, an estimated $150K.
Laird Norton Wetherby Wealth Management first reported a position in Western Asset Managed Municipals Fund in Q4 2018 and held it in 2 quarters.
Laird Norton Wetherby Wealth Management's Western Asset Managed Municipals Fund position peaked at $239K in Q4 2018.
68 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2019.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2019, filed 25 Jul 2019.