YP
MMU

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

Yellowstone 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
2017
Q4 		$258K Buy
18,342
+1,477
+9% +$20.9K 0.15% 136
2017
Q3 		$236K Buy
+16,865
New +$238K 0.12% 159
2016
Q3 		$180K Buy
11,891
+18
+0.2% +$277 0.07% 216
2016
Q2 		$180K Buy
11,873
+18
+0.2% +$272 0.08% 185
2016
Q1 		$177K Buy
+11,855
New +$174K 0.08% 189

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Yellowstone Partners's MMU Position: Q4 2017 in Review

Yellowstone Partners increased its Western Asset Managed Municipals Fund (MMU) stake by 8.8% in Q4 2017, buying an estimated $20.9K and bringing the position to 18,342 shares worth $258K. The position accounts for 0.15% of the portfolio, ranked #136.

Yellowstone Partners first reported a position in MMU in Q1 2016 and has held it in 5 quarters since. 67 funds tracked by Wall St. Rank hold MMU as of Q4 2017.

  • Yellowstone Partners held 18,342 shares of Western Asset Managed Municipals Fund worth $258K as of Q4 2017.
  • Yellowstone Partners bought 1,477 Western Asset Managed Municipals Fund shares in Q4 2017, an estimated $20.9K.
  • Western Asset Managed Municipals Fund made up 0.15% of Yellowstone Partners's portfolio in Q4 2017, its #136 holding.
  • Yellowstone Partners first reported a position in Western Asset Managed Municipals Fund in Q1 2016 and has held it in 5 quarters since.
  • 67 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.