RBC
MMU

Roble Belko & Company’s Western Asset Managed Municipals Fund MMU Stock Holding History

Roble Belko & Company’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
2023
Q1 		– Sell
-3,434
Closed -$35K – 314
2022
Q4 		$35K Hold
3,434
– – 0.01% 172
2022
Q3 		$33K Hold
3,434
– – 0.01% 172
2022
Q2 		$36K Buy
+3,434
New +$37.3K 0.01% 171

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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

Roble Belko & Company's MMU Position: Q1 2023 in Review

Roble Belko & Company sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2023, closing a stake of 3,434 shares — an estimated $35K sold.

Roble Belko & Company first reported a position in MMU in Q2 2022 and held it in 3 quarters. The position peaked at $36K in Q2 2022. 89 funds tracked by Wall St. Rank hold MMU as of Q1 2023.

  • Roble Belko & Company reported no remaining Western Asset Managed Municipals Fund position as of Q1 2023 after selling out during the quarter.
  • Roble Belko & Company sold 3,434 Western Asset Managed Municipals Fund shares in Q1 2023, an estimated $35K.
  • Roble Belko & Company first reported a position in Western Asset Managed Municipals Fund in Q2 2022 and held it in 3 quarters.
  • Roble Belko & Company's Western Asset Managed Municipals Fund position peaked at $36K in Q2 2022.
  • 89 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2023.

Based on Roble Belko & Company's 13F filing for Q1 2023, filed 10 May 2023.