Tradewinds Capital Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

Tradewinds Capital 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 Q1	–	Sell	-2,138	Closed	-$27K	–	634
2018 Q4	$27K	Hold	2,138	–	–	0.01%	238
2018 Q3	$26K	Hold	2,138	–	–	0.01%	288
2018 Q2	$27K	Buy	+2,138	New	+$27.3K	0.01%	272
2018 Q1	–	Sell	-2,363	Closed	-$31.7K	–	260
2017 Q4	$33K	Hold	2,363	–	–	0.02%	254
2017 Q3	$33K	Hold	2,363	–	–	0.02%	245
2017 Q2	$33K	Buy	+2,363	New	+$32.7K	0.02%	240
2017 Q1	–	Hold	0	–	–	–	254
2016 Q4	–	Sell	-2,138	Closed	-$29.7K	–	256
2016 Q3	$32K	Buy	+2,138	New	+$32.8K	0.02%	247
2016 Q2	–	Hold	0	–	–	–	243

Other funds holding MMU

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

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

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

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

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

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

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Tradewinds Capital Management's MMU Position: Q1 2019 in Review

Tradewinds Capital Management sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2019, closing a stake of 2,138 shares — an estimated $27K sold.

Tradewinds Capital Management first reported a position in MMU in Q3 2016 and held it in 7 quarters. The position peaked at $33K in Q4 2017. 68 funds tracked by Wall St. Rank hold MMU as of Q1 2019.

Tradewinds Capital Management reported no remaining Western Asset Managed Municipals Fund position as of Q1 2019 after selling out during the quarter.
Tradewinds Capital Management sold 2,138 Western Asset Managed Municipals Fund shares in Q1 2019, an estimated $27K.
Tradewinds Capital Management first reported a position in Western Asset Managed Municipals Fund in Q3 2016 and held it in 7 quarters.
Tradewinds Capital Management's Western Asset Managed Municipals Fund position peaked at $33K in Q4 2017.
68 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2019.

Based on Tradewinds Capital Management's 13F filing for Q1 2019, filed 23 Apr 2019.