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

TRUE Private 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
2024 Q3	–	Sell	-11,300	Closed	-$117K	–	254
2024 Q2	$117K	Hold	11,300	–	–	0.01%	273
2024 Q1	$118K	Hold	11,300	–	–	0.01%	278
2023 Q4	$115K	Hold	11,300	–	–	0.01%	286
2023 Q3	$101K	Hold	11,300	–	–	0.01%	257
2023 Q2	$112K	Buy	+11,300	New	+$113K	0.02%	236

Other funds holding MMU

RCM

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

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

1CP

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

TRUE Private Wealth Advisors's MMU Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Western Asset Managed Municipals Fund (MMU) in Q3 2024, closing a stake of 11,300 shares — an estimated $117K sold.

TRUE Private Wealth Advisors first reported a position in MMU in Q2 2023 and held it in 5 quarters. The position peaked at $118K in Q1 2024. 115 funds tracked by Wall St. Rank hold MMU as of Q3 2024.

TRUE Private Wealth Advisors reported no remaining Western Asset Managed Municipals Fund position as of Q3 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 11,300 Western Asset Managed Municipals Fund shares in Q3 2024, an estimated $117K.
TRUE Private Wealth Advisors first reported a position in Western Asset Managed Municipals Fund in Q2 2023 and held it in 5 quarters.
TRUE Private Wealth Advisors's Western Asset Managed Municipals Fund position peaked at $118K in Q1 2024.
115 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.