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

Taylor Hoffman 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
2020 Q3	–	Sell	-796	Closed	-$10K	–	262
2020 Q2	$10K	Buy	+796	New	+$9.36K	0.01%	286
2020 Q1	–	Sell	-796	Closed	-$11K	–	273
2019 Q4	$11K	Hold	796	–	–	0.01%	309
2019 Q3	$11K	Hold	796	–	–	0.01%	296
2019 Q2	$11K	Hold	796	–	–	0.01%	280
2019 Q1	$10K	Hold	796	–	–	0.01%	286
2018 Q4	$10K	Hold	796	–	–	0.01%	281
2018 Q3	$10K	Hold	796	–	–	0.01%	285
2018 Q2	$10K	Hold	796	–	–	0.01%	266
2018 Q1	$10K	Hold	796	–	–	0.01%	277
2017 Q4	$11K	Buy	+796	New	+$11.3K	0.01%	279

Other funds holding MMU

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

Taylor Hoffman Wealth Management's MMU Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Western Asset Managed Municipals Fund (MMU) in Q3 2020, closing a stake of 796 shares — an estimated $10K sold.

Taylor Hoffman Wealth Management first reported a position in MMU in Q4 2017 and held it in 10 quarters. The position peaked at $11K in Q4 2019. 76 funds tracked by Wall St. Rank hold MMU as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Western Asset Managed Municipals Fund position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 796 Western Asset Managed Municipals Fund shares in Q3 2020, an estimated $10K.
Taylor Hoffman Wealth Management first reported a position in Western Asset Managed Municipals Fund in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management'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 Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.