Mariner Investment Group’s Western Asset Managed Municipals Fund MMU Stock Holding History

Mariner Investment Group’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
2023 Q1	–	Sell	-117,003	Closed	-$1.18M	–	38
2022 Q4	$1.18M	Sell	117,003 -4,609	-4%	-$45.7K	3.44%	3
2022 Q3	$1.18M	Buy	121,612 +71,000	+140%	+$756K	1.32%	11
2022 Q2	$535K	Buy	+50,612	New	+$550K	0.56%	28
2021 Q1	–	Sell	-186,125	Closed	-$2.39M	–	87
2020 Q4	$2.39M	Hold	186,125	–	–	4.85%	3
2020 Q3	$2.27M	Buy	186,125 +42,822	+30%	+$530K	6.28%	4
2020 Q2	$1.72M	Buy	143,303 +78,907	+123%	+$927K	6.21%	4
2020 Q1	$770K	Buy	+64,396	New	+$846K	2.62%	12

Other funds holding MMU

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

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

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

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

Mariner Investment Group's MMU Position: Q1 2023 in Review

Mariner Investment Group sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2023, closing a stake of 117,003 shares — an estimated $1.18M sold.

Mariner Investment Group first reported a position in MMU in Q1 2020 and held it in 7 quarters. The position peaked at $2.39M in Q4 2020. 89 funds tracked by Wall St. Rank hold MMU as of Q1 2023.

Mariner Investment Group reported no remaining Western Asset Managed Municipals Fund position as of Q1 2023 after selling out during the quarter.
Mariner Investment Group sold 117,003 Western Asset Managed Municipals Fund shares in Q1 2023, an estimated $1.18M.
Mariner Investment Group first reported a position in Western Asset Managed Municipals Fund in Q1 2020 and held it in 7 quarters.
Mariner Investment Group's Western Asset Managed Municipals Fund position peaked at $2.39M in Q4 2020.
89 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2023.

Based on Mariner Investment Group's 13F filing for Q1 2023, filed 12 May 2023.