WEC
MMU

Winslow Evans & Crocker’s Western Asset Managed Municipals Fund MMU Stock Holding History

Winslow Evans & Crocker’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
2014
Q4 		– Sell
-400
Closed -$5.23K – 1367
2014
Q3 		$5.23K Hold
400
– – ﹤0.01% 1078
2014
Q2 		$5.24K Sell
400
-450
-53% -$5.85K ﹤0.01% 1018
2014
Q1 		$10.8K Sell
850
-200
-19% -$2.53K ﹤0.01% 821
2013
Q4 		$13K Buy
+1,050
New +$13K ﹤0.01% 822

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Winslow Evans & Crocker's MMU Position: Q4 2014 in Review

Winslow Evans & Crocker sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2014, closing a stake of 400 shares — an estimated $5.23K sold.

Winslow Evans & Crocker first reported a position in MMU in Q4 2013 and held it in 4 quarters. The position peaked at $13K in Q4 2013. 49 funds tracked by Wall St. Rank hold MMU as of Q4 2014.

  • Winslow Evans & Crocker reported no remaining Western Asset Managed Municipals Fund position as of Q4 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 400 Western Asset Managed Municipals Fund shares in Q4 2014, an estimated $5.23K.
  • Winslow Evans & Crocker first reported a position in Western Asset Managed Municipals Fund in Q4 2013 and held it in 4 quarters.
  • Winslow Evans & Crocker's Western Asset Managed Municipals Fund position peaked at $13K in Q4 2013.
  • 49 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2014.

Based on Winslow Evans & Crocker's 13F filing for Q4 2014, filed 22 Jan 2015.