SQA
MMU

Simon Quick Advisors’s Western Asset Managed Municipals Fund MMU Stock Holding History

Simon Quick Advisors’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
2025
Q2 		– Sell
-11,205
Closed -$115K – 523
2025
Q1 		$115K Buy
11,205
+251
+2% +$2.6K 0.01% 590
2024
Q4 		$112K Buy
10,954
+618
+6% +$6.49K 0.01% 470
2024
Q3 		$112K Buy
+10,336
New +$110K 0.01% 427
2024
Q2 		– Sell
-14,805
Closed -$155K – 426
2024
Q1 		$155K Buy
14,805
+1,607
+12% +$16.4K 0.01% 396
2023
Q4 		$134K Buy
+13,198
New +$125K 0.01% 326

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Simon Quick Advisors's MMU Position: Q2 2025 in Review

Simon Quick Advisors sold out of Western Asset Managed Municipals Fund (MMU) in Q2 2025, closing a stake of 11,205 shares — an estimated $115K sold.

Simon Quick Advisors first reported a position in MMU in Q4 2023 and held it in 5 quarters. The position peaked at $155K in Q1 2024. 115 funds tracked by Wall St. Rank hold MMU as of Q2 2025.

  • Simon Quick Advisors reported no remaining Western Asset Managed Municipals Fund position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 11,205 Western Asset Managed Municipals Fund shares in Q2 2025, an estimated $115K.
  • Simon Quick Advisors first reported a position in Western Asset Managed Municipals Fund in Q4 2023 and held it in 5 quarters.
  • Simon Quick Advisors's Western Asset Managed Municipals Fund position peaked at $155K in Q1 2024.
  • 115 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.