WFA
MMU

Wellspring Financial Advisors’s Western Asset Managed Municipals Fund MMU Stock Holding History

Wellspring Financial 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
2023
Q3 		– Sell
-14,900
Closed -$148K – 124
2023
Q2 		$148K Hold
14,900
– – 0.04% 109
2023
Q1 		$153K Hold
14,900
– – 0.05% 115
2022
Q4 		$150K Buy
+14,900
New +$148K 0.05% 117

Other funds holding MMU

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 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 $6.09B AUM 27.01% 1-Year Est. Return

Wellspring Financial Advisors's MMU Position: Q3 2023 in Review

Wellspring Financial Advisors sold out of Western Asset Managed Municipals Fund (MMU) in Q3 2023, closing a stake of 14,900 shares — an estimated $148K sold.

Wellspring Financial Advisors first reported a position in MMU in Q4 2022 and held it in 3 quarters. The position peaked at $153K in Q1 2023. 88 funds tracked by Wall St. Rank hold MMU as of Q3 2023.

  • Wellspring Financial Advisors reported no remaining Western Asset Managed Municipals Fund position as of Q3 2023 after selling out during the quarter.
  • Wellspring Financial Advisors sold 14,900 Western Asset Managed Municipals Fund shares in Q3 2023, an estimated $148K.
  • Wellspring Financial Advisors first reported a position in Western Asset Managed Municipals Fund in Q4 2022 and held it in 3 quarters.
  • Wellspring Financial Advisors's Western Asset Managed Municipals Fund position peaked at $153K in Q1 2023.
  • 88 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2023.

Based on Wellspring Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.