Ackerman Capital Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Ackerman Capital Advisors’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
2022 Q1	–	Sell	-27,227	Closed	-$262K	–	130
2021 Q4	$262K	Sell	27,227 -15,123	-36%	-$147K	0.06%	101
2021 Q3	$413K	Buy	42,350 +4,054	+11%	+$39.6K	0.09%	73
2021 Q2	$374K	Buy	38,296 +413	+1%	+$3.94K	0.09%	77
2021 Q1	$352K	Sell	37,883 -60,266	-61%	-$557K	0.09%	86
2020 Q4	$903K	Sell	98,149 -3,167	-3%	-$28.6K	0.23%	41
2020 Q3	$918K	Buy	101,316 +36,314	+56%	+$325K	0.26%	40
2020 Q2	$556K	Buy	65,002 +41,507	+177%	+$349K	0.17%	52
2020 Q1	$198K	Sell	23,495 -196,907	-89%	-$1.8M	0.08%	82
2019 Q4	$2M	Buy	220,402 +117,131	+113%	+$1.08M	0.59%	33
2019 Q3	$948K	Buy	+103,271	New	+$944K	0.33%	46

Other funds holding SBI

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

PPA

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ackerman Capital Advisors's SBI Position: Q1 2022 in Review

Ackerman Capital Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2022, closing a stake of 27,227 shares — an estimated $262K sold.

Ackerman Capital Advisors first reported a position in SBI in Q3 2019 and held it in 10 quarters. The position peaked at $2M in Q4 2019. 60 funds tracked by Wall St. Rank hold SBI as of Q1 2022.

Ackerman Capital Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2022 after selling out during the quarter.
Ackerman Capital Advisors sold 27,227 Western Asset Intermediate Muni Fund shares in Q1 2022, an estimated $262K.
Ackerman Capital Advisors first reported a position in Western Asset Intermediate Muni Fund in Q3 2019 and held it in 10 quarters.
Ackerman Capital Advisors's Western Asset Intermediate Muni Fund position peaked at $2M in Q4 2019.
60 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2022.

Based on Ackerman Capital Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.