TWA
MMU

TCI Wealth Advisors’s Western Asset Managed Municipals Fund MMU Stock Holding History

TCI Wealth 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
2020
Q2 		– Sell
-276
Closed -$3K – 1591
2020
Q1 		$3K Buy
+276
New +$3.63K ﹤0.01% 894

Other funds holding MMU

Morgan Stanley
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCI Wealth Advisors's MMU Position: Q2 2020 in Review

TCI Wealth Advisors sold out of Western Asset Managed Municipals Fund (MMU) in Q2 2020, closing a stake of 276 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in MMU in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 77 funds tracked by Wall St. Rank hold MMU as of Q2 2020.

  • TCI Wealth Advisors reported no remaining Western Asset Managed Municipals Fund position as of Q2 2020 after selling out during the quarter.
  • TCI Wealth Advisors sold 276 Western Asset Managed Municipals Fund shares in Q2 2020, an estimated $3K.
  • TCI Wealth Advisors first reported a position in Western Asset Managed Municipals Fund in Q1 2020 and held it in 1 quarter.
  • TCI Wealth Advisors's Western Asset Managed Municipals Fund position peaked at $3K in Q1 2020.
  • 77 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2020.

Based on TCI Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.