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WealthPLAN Partners’s Western Asset Managed Municipals Fund MMU Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-1,335
Closed -$13.3K – 810
2023
Q2 		$13.3K Hold
1,335
– – ﹤0.01% 747
2023
Q1 		$13.7K Buy
+1,335
New +$13.7K ﹤0.01% 786
2016
Q3 		$13.6K Buy
+900
New +$13.8K ﹤0.01% 550

Other funds holding MMU

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
API
Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

WealthPLAN Partners's MMU Position: Q3 2023 in Review

WealthPLAN Partners sold out of Western Asset Managed Municipals Fund (MMU) in Q3 2023, closing a stake of 1,335 shares — an estimated $13.3K sold.

WealthPLAN Partners first reported a position in MMU in Q3 2016 and held it in 3 quarters. The position peaked at $13.7K in Q1 2023. 88 funds tracked by Wall St. Rank hold MMU as of Q3 2023.

  • WealthPLAN Partners reported no remaining Western Asset Managed Municipals Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,335 Western Asset Managed Municipals Fund shares in Q3 2023, an estimated $13.3K.
  • WealthPLAN Partners first reported a position in Western Asset Managed Municipals Fund in Q3 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Western Asset Managed Municipals Fund position peaked at $13.7K in Q1 2023.
  • 88 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.