RIA
MMU

Regal Investment Advisors’s Western Asset Managed Municipals Fund MMU Stock Holding History

Regal Investment 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
2016
Q4 		– Sell
-11,925
Closed -$181K – 265
2016
Q3 		$181K Buy
+11,925
New +$183K 0.05% 250

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Regal Investment Advisors's MMU Position: Q4 2016 in Review

Regal Investment Advisors sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2016, closing a stake of 11,925 shares — an estimated $181K sold.

Regal Investment Advisors first reported a position in MMU in Q3 2016 and held it in 1 quarter. The position peaked at $181K in Q3 2016. 57 funds tracked by Wall St. Rank hold MMU as of Q4 2016.

  • Regal Investment Advisors reported no remaining Western Asset Managed Municipals Fund position as of Q4 2016 after selling out during the quarter.
  • Regal Investment Advisors sold 11,925 Western Asset Managed Municipals Fund shares in Q4 2016, an estimated $181K.
  • Regal Investment Advisors first reported a position in Western Asset Managed Municipals Fund in Q3 2016 and held it in 1 quarter.
  • Regal Investment Advisors's Western Asset Managed Municipals Fund position peaked at $181K in Q3 2016.
  • 57 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2016.

Based on Regal Investment Advisors's 13F filing for Q4 2016, filed 6 Feb 2017.