6 Meridian’s Western Asset Intermediate Muni Fund SBI Stock Holding History

6 Meridian’s Portfolio SBI Stock Details SBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$107K	Sell	11,061 -1,220	-10%	-$11.8K	0.01%	410
2021 Q3	$120K	Sell	12,281 -556	-4%	-$5.43K	0.01%	388
2021 Q2	$125K	Sell	12,837 -2,159	-14%	-$20.6K	0.01%	388
2021 Q1	$139K	Buy	14,996 +179	+1%	+$1.65K	0.01%	397
2020 Q4	$136K	Buy	14,817 +200	+1%	+$1.81K	0.01%	310
2020 Q3	$132K	Sell	14,617 -63	-0.4%	-$564	0.01%	259
2020 Q2	$126K	Buy	+14,680	New	+$123K	0.01%	329
2020 Q1	–	Sell	-14,243	Closed	-$129K	–	544
2019 Q4	$129K	Buy	14,243 +405	+3%	+$3.72K	0.01%	444
2019 Q3	$127K	Buy	13,838 +272	+2%	+$2.49K	0.01%	446
2019 Q2	$121K	Sell	13,566 -903	-6%	-$7.99K	0.01%	431
2019 Q1	$127K	Buy	14,469 +2,008	+16%	+$17.4K	0.01%	431
2018 Q4	$104K	Sell	12,461 -6,985	-36%	-$58.1K	0.01%	397
2018 Q3	$165K	Buy	19,446 +679	+4%	+$5.83K	0.02%	418
2018 Q2	$163K	Buy	18,767 +753	+4%	+$6.53K	0.02%	407
2018 Q1	$156K	Buy	18,014 +3,706	+26%	+$33.5K	0.02%	396
2017 Q4	$133K	Buy	+14,308	New	+$136K	0.02%	405

Other funds holding SBI

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

6 Meridian's SBI Position: Q4 2021 in Review

6 Meridian reduced its Western Asset Intermediate Muni Fund (SBI) stake by 9.9% in Q4 2021, selling an estimated $11.8K and leaving 11,061 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #410.

6 Meridian first reported a position in SBI in Q4 2017 and has held it in 16 quarters since. The position peaked at $165K in Q3 2018. 59 funds tracked by Wall St. Rank hold SBI as of Q4 2021.

6 Meridian held 11,061 shares of Western Asset Intermediate Muni Fund worth $107K as of Q4 2021.
6 Meridian sold 1,220 Western Asset Intermediate Muni Fund shares in Q4 2021, an estimated $11.8K.
Western Asset Intermediate Muni Fund made up 0.01% of 6 Meridian's portfolio in Q4 2021, its #410 holding.
6 Meridian first reported a position in Western Asset Intermediate Muni Fund in Q4 2017 and has held it in 16 quarters since.
6 Meridian's Western Asset Intermediate Muni Fund position peaked at $165K in Q3 2018.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.