Sigma Planning Corp’s Western Asset Managed Municipals Fund MMU Stock Holding History

Sigma Planning Corp’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
2016 Q4	–	Sell	-12,000	Closed	-$182K	–	791
2016 Q3	$182K	Sell	12,000 -1,000	-8%	-$15.4K	0.02%	675
2016 Q2	$197K	Buy	13,000 +2,000	+18%	+$30.2K	0.03%	620
2016 Q1	$164K	Buy	+11,000	New	+$161K	0.02%	627

Other funds holding MMU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Sigma Planning Corp's MMU Position: Q4 2016 in Review

Sigma Planning Corp sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2016, closing a stake of 12,000 shares — an estimated $182K sold.

Sigma Planning Corp first reported a position in MMU in Q1 2016 and held it in 3 quarters. The position peaked at $197K in Q2 2016. 57 funds tracked by Wall St. Rank hold MMU as of Q4 2016.

Sigma Planning Corp reported no remaining Western Asset Managed Municipals Fund position as of Q4 2016 after selling out during the quarter.
Sigma Planning Corp sold 12,000 Western Asset Managed Municipals Fund shares in Q4 2016, an estimated $182K.
Sigma Planning Corp first reported a position in Western Asset Managed Municipals Fund in Q1 2016 and held it in 3 quarters.
Sigma Planning Corp's Western Asset Managed Municipals Fund position peaked at $197K in Q2 2016.
57 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2016.

Based on Sigma Planning Corp's 13F filing for Q4 2016, filed 23 Jan 2017.