RFA
MMU

Reilly Financial Advisors’s Western Asset Managed Municipals Fund MMU Stock Holding History

Reilly Financial 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
2013
Q3 		– Sell
-734
Closed -$10K – 775
2013
Q2 		$10K Buy
+734
New +$10.3K ﹤0.01% 470

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Reilly Financial Advisors's MMU Position: Q3 2013 in Review

Reilly Financial Advisors sold out of Western Asset Managed Municipals Fund (MMU) in Q3 2013, closing a stake of 734 shares — an estimated $10K sold.

Reilly Financial Advisors first reported a position in MMU in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 44 funds tracked by Wall St. Rank hold MMU as of Q3 2013.

  • Reilly Financial Advisors reported no remaining Western Asset Managed Municipals Fund position as of Q3 2013 after selling out during the quarter.
  • Reilly Financial Advisors sold 734 Western Asset Managed Municipals Fund shares in Q3 2013, an estimated $10K.
  • Reilly Financial Advisors first reported a position in Western Asset Managed Municipals Fund in Q2 2013 and held it in 1 quarter.
  • Reilly Financial Advisors's Western Asset Managed Municipals Fund position peaked at $10K in Q2 2013.
  • 44 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2013.

Based on Reilly Financial Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.