Pinnacle Summer Investments’s Western Asset Managed Municipals Fund MMU Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$72K	Buy	5,120 +2,560	+100%	+$36.2K	0.01%	302
2015 Q3	$36K	Hold	2,560	–	–	0.01%	533
2015 Q2	$35K	Hold	2,560	–	–	0.01%	354
2015 Q1	$36K	Hold	2,560	–	–	0.01%	561
2014 Q4	$36K	Hold	2,560	–	–	﹤0.01%	571
2014 Q3	$33K	Hold	2,560	–	–	﹤0.01%	600
2014 Q2	$33K	Hold	2,560	–	–	﹤0.01%	564
2014 Q1	$34K	Hold	2,560	–	–	﹤0.01%	521
2013 Q4	$31K	Buy	+2,560	New	+$31.6K	﹤0.01%	526

Other funds holding MMU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Pinnacle Summer Investments's MMU Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Western Asset Managed Municipals Fund (MMU) stake by 100% in Q4 2015, buying an estimated $36.2K and bringing the position to 5,120 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #302.

Pinnacle Summer Investments first reported a position in MMU in Q4 2013 and has held it in 9 quarters since. 59 funds tracked by Wall St. Rank hold MMU as of Q4 2015.

Pinnacle Summer Investments held 5,120 shares of Western Asset Managed Municipals Fund worth $72K as of Q4 2015.
Pinnacle Summer Investments bought 2,560 Western Asset Managed Municipals Fund shares in Q4 2015, an estimated $36.2K.
Western Asset Managed Municipals Fund made up 0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #302 holding.
Pinnacle Summer Investments first reported a position in Western Asset Managed Municipals Fund in Q4 2013 and has held it in 9 quarters since.
59 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.