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

Paloma 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
2013
Q4 		– Sell
-11,600
Closed -$143K – 1115
2013
Q3 		$143K Buy
11,600
+500
+5% +$6.05K 0.01% 803
2013
Q2 		$148K Buy
+11,100
New +$156K 0.01% 1020

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Paloma Partners's MMU Position: Q4 2013 in Review

Paloma Partners sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2013, closing a stake of 11,600 shares — an estimated $143K sold.

Paloma Partners first reported a position in MMU in Q2 2013 and held it in 2 quarters. The position peaked at $148K in Q2 2013. 46 funds tracked by Wall St. Rank hold MMU as of Q4 2013.

  • Paloma Partners reported no remaining Western Asset Managed Municipals Fund position as of Q4 2013 after selling out during the quarter.
  • Paloma Partners sold 11,600 Western Asset Managed Municipals Fund shares in Q4 2013, an estimated $143K.
  • Paloma Partners first reported a position in Western Asset Managed Municipals Fund in Q2 2013 and held it in 2 quarters.
  • Paloma Partners's Western Asset Managed Municipals Fund position peaked at $148K in Q2 2013.
  • 46 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2013.

Based on Paloma Partners's 13F filing for Q4 2013, filed 14 Feb 2014.