Ownership history in 1607 Capital Partners, LLC Β· 22 quarters on record
This page tracks every 13F SEC filing in which 1607 Capital Partners, LLC reported a position in WESTERN ASSET MANAGED MUNS F (MMU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π 1607 Capital Partners, LLC underperformed the S&P 500 by β13.7% annually on this MMU position. Timing score: 50% (10/20 decisions correct). Average cost basis: $9.40. Maximum drawdown during holding period: β27.5%.
β Significantly underperformed the S&P 500 by 13.7% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
10 of 20 add/trim decisions correct
Best entry: $7.69 (2023 Q3) Β· Worst: $10.61 (2021 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 11 trims. Bought during 4 of 9 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.99% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size