SIC
MMU

Samalin Investment Counsel’s Western Asset Managed Municipals Fund MMU Stock Holding History

Samalin Investment Counsel’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
2020
Q1 		– Sell
-834
Closed -$11K – 382
2019
Q4 		$11K Buy
+834
New +$11.4K 0.01% 431

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Samalin Investment Counsel's MMU Position: Q1 2020 in Review

Samalin Investment Counsel sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2020, closing a stake of 834 shares — an estimated $11K sold.

Samalin Investment Counsel first reported a position in MMU in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 76 funds tracked by Wall St. Rank hold MMU as of Q1 2020.

  • Samalin Investment Counsel reported no remaining Western Asset Managed Municipals Fund position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 834 Western Asset Managed Municipals Fund shares in Q1 2020, an estimated $11K.
  • Samalin Investment Counsel first reported a position in Western Asset Managed Municipals Fund in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's Western Asset Managed Municipals Fund position peaked at $11K in Q4 2019.
  • 76 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.