RWP
MMU

RWA Wealth Partners’s Western Asset Managed Municipals Fund MMU Stock Holding History

RWA Wealth Partners’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
2018
Q3 		– Sell
-4,000
Closed -$51K – 529
2018
Q2 		$51K Hold
4,000
– – 0.01% 407
2018
Q1 		$52K Buy
+4,000
New +$53.6K 0.01% 331

Other funds holding MMU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 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
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

RWA Wealth Partners's MMU Position: Q3 2018 in Review

RWA Wealth Partners sold out of Western Asset Managed Municipals Fund (MMU) in Q3 2018, closing a stake of 4,000 shares — an estimated $51K sold.

RWA Wealth Partners first reported a position in MMU in Q1 2018 and held it in 2 quarters. The position peaked at $52K in Q1 2018. 73 funds tracked by Wall St. Rank hold MMU as of Q3 2018.

  • RWA Wealth Partners reported no remaining Western Asset Managed Municipals Fund position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 4,000 Western Asset Managed Municipals Fund shares in Q3 2018, an estimated $51K.
  • RWA Wealth Partners first reported a position in Western Asset Managed Municipals Fund in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's Western Asset Managed Municipals Fund position peaked at $52K in Q1 2018.
  • 73 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.