SWM
MMU

SeaCrest Wealth Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

SeaCrest Wealth Management’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
2024
Q1 		– Sell
-12,068
Closed -$122K – 640
2023
Q4 		$122K Sell
12,068
-5
-0% -$47 0.02% 603
2023
Q3 		$108K Hold
12,073
– – 0.01% 603
2023
Q2 		$120K Sell
12,073
-1,700
-12% -$17K 0.02% 604
2023
Q1 		$142K Hold
13,773
– – 0.02% 597
2022
Q4 		$139K Sell
13,773
-10,600
-43% -$105K 0.02% 595
2022
Q3 		$236K Hold
24,373
– – 0.04% 496
2022
Q2 		$258K Hold
24,373
– – 0.03% 516
2022
Q1 		$283K Hold
24,373
– – 0.03% 530
2021
Q4 		$319K Hold
24,373
– – 0.04% 495
2021
Q3 		$325K Hold
24,373
– – 0.04% 476
2021
Q2 		$330K Hold
24,373
– – 0.04% 466
2021
Q1 		$317K Buy
24,373
+4,702
+24% +$60.8K 0.04% 448
2020
Q4 		$253K Sell
19,671
-2,981
-13% -$37.3K 0.04% 485
2020
Q3 		$276K Sell
22,652
-436
-2% -$5.39K 0.04% 418
2020
Q2 		$277K Sell
23,088
-325
-1% -$3.82K 0.05% 412
2020
Q1 		$280K Hold
23,413
– – 0.06% 339
2019
Q4 		$312K Buy
23,413
+1,125
+5% +$15.4K 0.05% 390
2019
Q3 		$306K Hold
22,288
– – 0.06% 388
2019
Q2 		$305K Buy
22,288
+6,864
+45% +$92.9K 0.06% 377
2019
Q1 		$203K Hold
15,424
– – 0.03% 458
2018
Q4 		$196K Hold
15,424
– – 0.04% 419
2018
Q3 		$187K Buy
15,424
+9,800
+174% +$124K 0.03% 527
2018
Q2 		$71K Sell
5,624
-75
-1% -$958 0.01% 841
2018
Q1 		$74K Hold
5,699
– – 0.01% 805
2017
Q4 		$80K Buy
+5,699
New +$80.7K 0.01% 801

Other funds holding MMU

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

SeaCrest Wealth Management's MMU Position: Q1 2024 in Review

SeaCrest Wealth Management sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2024, closing a stake of 12,068 shares — an estimated $122K sold.

SeaCrest Wealth Management first reported a position in MMU in Q4 2017 and held it in 25 quarters. The position peaked at $330K in Q2 2021. 121 funds tracked by Wall St. Rank hold MMU as of Q1 2024.

  • SeaCrest Wealth Management reported no remaining Western Asset Managed Municipals Fund position as of Q1 2024 after selling out during the quarter.
  • SeaCrest Wealth Management sold 12,068 Western Asset Managed Municipals Fund shares in Q1 2024, an estimated $122K.
  • SeaCrest Wealth Management first reported a position in Western Asset Managed Municipals Fund in Q4 2017 and held it in 25 quarters.
  • SeaCrest Wealth Management's Western Asset Managed Municipals Fund position peaked at $330K in Q2 2021.
  • 121 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2024.

Based on SeaCrest Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.