MAP
MMU

Milestone Advisory Partners’s Western Asset Managed Municipals Fund MMU Stock Holding History

Milestone Advisory Partners’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
2018
Q1 		– Sell
-11,431
Closed -$161K – 56
2017
Q4 		$161K Buy
+11,431
New +$162K 0.12% 48

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Milestone Advisory Partners's MMU Position: Q1 2018 in Review

Milestone Advisory Partners sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2018, closing a stake of 11,431 shares — an estimated $161K sold.

Milestone Advisory Partners first reported a position in MMU in Q4 2017 and held it in 1 quarter. The position peaked at $161K in Q4 2017. 73 funds tracked by Wall St. Rank hold MMU as of Q1 2018.

  • Milestone Advisory Partners reported no remaining Western Asset Managed Municipals Fund position as of Q1 2018 after selling out during the quarter.
  • Milestone Advisory Partners sold 11,431 Western Asset Managed Municipals Fund shares in Q1 2018, an estimated $161K.
  • Milestone Advisory Partners first reported a position in Western Asset Managed Municipals Fund in Q4 2017 and held it in 1 quarter.
  • Milestone Advisory Partners's Western Asset Managed Municipals Fund position peaked at $161K in Q4 2017.
  • 73 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2018.

Based on Milestone Advisory Partners's 13F filing for Q1 2018, filed 4 Aug 2020.