Opal Wealth Advisors’s Western Asset Managed Municipals Fund MMU Stock Holding History

Opal Wealth Advisors’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
2021 Q3	–	Sell	-42,042	Closed	-$570K	–	89
2021 Q2	$570K	Hold	42,042	–	–	0.53%	29
2021 Q1	$546K	Buy	42,042 +1,238	+3%	+$16K	0.59%	25
2020 Q4	$524K	Buy	+40,804	New	+$510K	0.66%	23

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

1CP

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

RCM

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Opal Wealth Advisors's MMU Position: Q3 2021 in Review

Opal Wealth Advisors sold out of Western Asset Managed Municipals Fund (MMU) in Q3 2021, closing a stake of 42,042 shares — an estimated $570K sold.

Opal Wealth Advisors first reported a position in MMU in Q4 2020 and held it in 3 quarters. The position peaked at $570K in Q2 2021. 80 funds tracked by Wall St. Rank hold MMU as of Q3 2021.

Opal Wealth Advisors reported no remaining Western Asset Managed Municipals Fund position as of Q3 2021 after selling out during the quarter.
Opal Wealth Advisors sold 42,042 Western Asset Managed Municipals Fund shares in Q3 2021, an estimated $570K.
Opal Wealth Advisors first reported a position in Western Asset Managed Municipals Fund in Q4 2020 and held it in 3 quarters.
Opal Wealth Advisors's Western Asset Managed Municipals Fund position peaked at $570K in Q2 2021.
80 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2021.

Based on Opal Wealth Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.