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

WFG 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
2017 Q2	$62K	Hold	4,500	–	–	0.01%	650
2017 Q1	$62K	Hold	4,500	–	–	0.02%	606
2016 Q4	$62K	Sell	4,500 -12,500	-74%	-$173K	0.02%	668
2016 Q3	$258K	Hold	17,000	–	–	0.06%	308
2016 Q2	$258K	Hold	17,000	–	–	0.07%	267
2016 Q1	$254K	Hold	17,000	–	–	0.07%	258
2015 Q4	$241K	Hold	17,000	–	–	0.07%	258
2015 Q3	$236K	Hold	17,000	–	–	0.07%	257
2015 Q2	$229K	Hold	17,000	–	–	0.06%	309
2015 Q1	$241K	Sell	17,000 -782	-4%	-$10.9K	0.07%	302
2014 Q4	$242K	Buy	17,782 +12	+0.1%	+$161	0.05%	372
2014 Q3	$232K	Buy	17,770 +11	+0.1%	+$143	0.04%	413
2014 Q2	$233K	Buy	17,759 +11	+0.1%	+$143	0.04%	420
2014 Q1	$226K	Buy	17,748 +12	+0.1%	+$152	0.05%	407
2013 Q4	$217K	Buy	17,736 +11	+0.1%	+$136	0.03%	493
2013 Q3	$219K	Buy	17,725 +15,372	+653%	+$186K	0.03%	459
2013 Q2	$31K	Buy	+2,353	New	+$33.1K	0.01%	1058

Other funds holding MMU

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RCM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

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

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

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

WFG Advisors's MMU Position: Q2 2017 in Review

WFG Advisors held its Western Asset Managed Municipals Fund (MMU) position steady in Q2 2017 at 4,500 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #650.

WFG Advisors first reported a position in MMU in Q2 2013 and has held it in 17 quarters since. The position peaked at $258K in Q3 2016. 67 funds tracked by Wall St. Rank hold MMU as of Q2 2017.

WFG Advisors held 4,500 shares of Western Asset Managed Municipals Fund worth $62K as of Q2 2017.
WFG Advisors left its Western Asset Managed Municipals Fund share count unchanged in Q2 2017.
Western Asset Managed Municipals Fund made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #650 holding.
WFG Advisors first reported a position in Western Asset Managed Municipals Fund in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Western Asset Managed Municipals Fund position peaked at $258K in Q3 2016.
67 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.