MWM
MMU

Modern Wealth Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

Modern 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
2024
Q3 		– Sell
-30,000
Closed -$311K – 453
2024
Q2 		$311K Buy
+30,000
New +$304K 0.02% 302

Other funds holding MMU

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Modern Wealth Management's MMU Position: Q3 2024 in Review

Modern Wealth Management sold out of Western Asset Managed Municipals Fund (MMU) in Q3 2024, closing a stake of 30,000 shares — an estimated $311K sold.

Modern Wealth Management first reported a position in MMU in Q2 2024 and held it in 1 quarter. The position peaked at $311K in Q2 2024. 115 funds tracked by Wall St. Rank hold MMU as of Q3 2024.

  • Modern Wealth Management reported no remaining Western Asset Managed Municipals Fund position as of Q3 2024 after selling out during the quarter.
  • Modern Wealth Management sold 30,000 Western Asset Managed Municipals Fund shares in Q3 2024, an estimated $311K.
  • Modern Wealth Management first reported a position in Western Asset Managed Municipals Fund in Q2 2024 and held it in 1 quarter.
  • Modern Wealth Management's Western Asset Managed Municipals Fund position peaked at $311K in Q2 2024.
  • 115 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2024.

Based on Modern Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.