SIM
MMU

Sonora Investment Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

Sonora Investment 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
2019
Q4 		– Sell
-1,395
Closed -$19K – 1704
2019
Q3 		$19K Hold
1,395
– – ﹤0.01% 905
2019
Q2 		$19K Buy
+1,395
New +$18.9K ﹤0.01% 908

Other funds holding MMU

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Sonora Investment Management's MMU Position: Q4 2019 in Review

Sonora Investment Management sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2019, closing a stake of 1,395 shares — an estimated $19K sold.

Sonora Investment Management first reported a position in MMU in Q2 2019 and held it in 2 quarters. The position peaked at $19K in Q3 2019. 78 funds tracked by Wall St. Rank hold MMU as of Q4 2019.

  • Sonora Investment Management reported no remaining Western Asset Managed Municipals Fund position as of Q4 2019 after selling out during the quarter.
  • Sonora Investment Management sold 1,395 Western Asset Managed Municipals Fund shares in Q4 2019, an estimated $19K.
  • Sonora Investment Management first reported a position in Western Asset Managed Municipals Fund in Q2 2019 and held it in 2 quarters.
  • Sonora Investment Management's Western Asset Managed Municipals Fund position peaked at $19K in Q3 2019.
  • 78 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2019.

Based on Sonora Investment Management's 13F filing for Q4 2019, filed 17 Jan 2020.