Quad-Cities Investment Group’s Western Asset Managed Municipals Fund MMU Stock Holding History

Quad-Cities Investment 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
2019 Q4	–	Sell	-10,684	Closed	-$147K	–	494
2019 Q3	$147K	Buy	10,684 +82	+0.8%	+$1.16K	0.12%	174
2019 Q2	$146K	Buy	10,602 +4,084	+63%	+$55.2K	0.13%	169
2019 Q1	$86K	Buy	6,518 +86	+1%	+$1.13K	0.08%	239
2018 Q4	$82K	Sell	6,432 -1,104	-15%	-$13.4K	0.08%	226
2018 Q3	$90K	Sell	7,536 -4,520	-37%	-$57K	0.08%	245
2018 Q2	$153K	Buy	+12,056	New	+$154K	0.14%	157

Other funds holding MMU

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

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

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

VanEck Associates New York $133B AUM 72.99% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Quad-Cities Investment Group's MMU Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2019, closing a stake of 10,684 shares — an estimated $147K sold.

Quad-Cities Investment Group first reported a position in MMU in Q2 2018 and held it in 6 quarters. The position peaked at $153K in Q2 2018. 78 funds tracked by Wall St. Rank hold MMU as of Q4 2019.

Quad-Cities Investment Group reported no remaining Western Asset Managed Municipals Fund position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 10,684 Western Asset Managed Municipals Fund shares in Q4 2019, an estimated $147K.
Quad-Cities Investment Group first reported a position in Western Asset Managed Municipals Fund in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's Western Asset Managed Municipals Fund position peaked at $153K in Q2 2018.
78 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.