OBWP
MMU

O'Brien Wealth Partners’s Western Asset Managed Municipals Fund MMU Stock Holding History

O'Brien Wealth 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
Q2 		– Sell
-1,775
Closed -$23K – 148
2018
Q1 		$23K Buy
+1,775
New +$23.8K 0.02% 87

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

O'Brien Wealth Partners's MMU Position: Q2 2018 in Review

O'Brien Wealth Partners sold out of Western Asset Managed Municipals Fund (MMU) in Q2 2018, closing a stake of 1,775 shares — an estimated $23K sold.

O'Brien Wealth Partners first reported a position in MMU in Q1 2018 and held it in 1 quarter. The position peaked at $23K in Q1 2018. 82 funds tracked by Wall St. Rank hold MMU as of Q2 2018.

  • O'Brien Wealth Partners reported no remaining Western Asset Managed Municipals Fund position as of Q2 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 1,775 Western Asset Managed Municipals Fund shares in Q2 2018, an estimated $23K.
  • O'Brien Wealth Partners first reported a position in Western Asset Managed Municipals Fund in Q1 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's Western Asset Managed Municipals Fund position peaked at $23K in Q1 2018.
  • 82 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2018.

Based on O'Brien Wealth Partners's 13F filing for Q2 2018, filed 11 Jul 2018.