MIM
MMU

Macroview Investment Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

Macroview Investment 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
2020
Q2 		– Sell
-974
Closed -$12K – 361
2020
Q1 		$12K Sell
974
-710
-42% -$9.33K 0.03% 115
2019
Q4 		$22K Hold
1,684
– – 0.05% 114
2019
Q3 		$23K Sell
1,684
-750
-31% -$10.6K 0.05% 112
2019
Q2 		$33K Hold
2,434
– – 0.09% 83
2019
Q1 		$32K Hold
2,434
– – 0.08% 88
2018
Q4 		$31K Hold
2,434
– – 0.1% 93
2018
Q3 		$29K Hold
2,434
– – 0.09% 96
2018
Q2 		$31K Hold
2,434
– – 0.11% 78
2018
Q1 		$32K Sell
2,434
-2,805
-54% -$37.6K 0.11% 74
2017
Q4 		$74K Sell
5,239
-750
-13% -$10.6K 0.35% 37
2017
Q3 		$84K Sell
5,989
-2,685
-31% -$37.9K 0.42% 32
2017
Q2 		$120K Sell
8,674
-7,019
-45% -$97.2K 0.65% 17
2017
Q1 		$216K Sell
15,693
-910
-5% -$12.5K 1.24% 12
2016
Q4 		$228K Sell
16,603
-2,340
-12% -$32.5K 1.24% 19
2016
Q3 		$287K Sell
18,943
-8,353
-31% -$128K 1.28% 20
2016
Q2 		$414K Sell
27,296
-6,890
-20% -$104K 1.83% 17
2016
Q1 		$510K Sell
34,186
-8,210
-19% -$120K 2.21% 15
2015
Q4 		$601K Sell
42,396
-33,180
-44% -$469K 1.92% 18
2015
Q3 		$1.05M Sell
75,576
-74,089
-50% -$1.03M 1.91% 19
2015
Q2 		$2.02M Sell
149,665
-13,263
-8% -$184K 2.28% 17
2015
Q1 		$2.31M Buy
162,928
+21,876
+16% +$305K 2.15% 22
2014
Q4 		$1.92M Buy
+141,052
New +$1.89M 2.01% 24

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Macroview Investment Management's MMU Position: Q2 2020 in Review

Macroview Investment Management sold out of Western Asset Managed Municipals Fund (MMU) in Q2 2020, closing a stake of 974 shares — an estimated $12K sold.

Macroview Investment Management first reported a position in MMU in Q4 2014 and held it in 22 quarters. The position peaked at $2.31M in Q1 2015. 77 funds tracked by Wall St. Rank hold MMU as of Q2 2020.

  • Macroview Investment Management reported no remaining Western Asset Managed Municipals Fund position as of Q2 2020 after selling out during the quarter.
  • Macroview Investment Management sold 974 Western Asset Managed Municipals Fund shares in Q2 2020, an estimated $12K.
  • Macroview Investment Management first reported a position in Western Asset Managed Municipals Fund in Q4 2014 and held it in 22 quarters.
  • Macroview Investment Management's Western Asset Managed Municipals Fund position peaked at $2.31M in Q1 2015.
  • 77 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2020.

Based on Macroview Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.