OFG
MMU

OTA Financial Group’s Western Asset Managed Municipals Fund MMU Stock Holding History

OTA Financial 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
2020
Q1 		– Sell
-17,478
Closed -$232K – 57
2019
Q4 		$232K Sell
17,478
-22,024
-56% -$301K 0.16% 45
2019
Q3 		$543K Buy
+39,502
New +$560K 0.45% 26
2014
Q1 		– Sell
-52,091
Closed -$636 – 90
2013
Q4 		$636 Buy
+52,091
New +$643K 0.4% 32

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

OTA Financial Group's MMU Position: Q1 2020 in Review

OTA Financial Group sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2020, closing a stake of 17,478 shares — an estimated $232K sold.

OTA Financial Group first reported a position in MMU in Q4 2013 and held it in 3 quarters. The position peaked at $543K in Q3 2019. 76 funds tracked by Wall St. Rank hold MMU as of Q1 2020.

  • OTA Financial Group reported no remaining Western Asset Managed Municipals Fund position as of Q1 2020 after selling out during the quarter.
  • OTA Financial Group sold 17,478 Western Asset Managed Municipals Fund shares in Q1 2020, an estimated $232K.
  • OTA Financial Group first reported a position in Western Asset Managed Municipals Fund in Q4 2013 and held it in 3 quarters.
  • OTA Financial Group's Western Asset Managed Municipals Fund position peaked at $543K in Q3 2019.
  • 76 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2020.

Based on OTA Financial Group's 13F filing for Q1 2020, filed 15 Apr 2020.