AO
SBI

Advisor OS’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Advisor OS’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
2020
Q3 		– Sell
-13,751
Closed -$118K – 140
2020
Q2 		$118K Buy
+13,751
New +$116K 0.07% 139

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Advisor OS's SBI Position: Q3 2020 in Review

Advisor OS sold out of Western Asset Intermediate Muni Fund (SBI) in Q3 2020, closing a stake of 13,751 shares — an estimated $118K sold.

Advisor OS first reported a position in SBI in Q2 2020 and held it in 1 quarter. The position peaked at $118K in Q2 2020. 56 funds tracked by Wall St. Rank hold SBI as of Q3 2020.

  • Advisor OS reported no remaining Western Asset Intermediate Muni Fund position as of Q3 2020 after selling out during the quarter.
  • Advisor OS sold 13,751 Western Asset Intermediate Muni Fund shares in Q3 2020, an estimated $118K.
  • Advisor OS first reported a position in Western Asset Intermediate Muni Fund in Q2 2020 and held it in 1 quarter.
  • Advisor OS's Western Asset Intermediate Muni Fund position peaked at $118K in Q2 2020.
  • 56 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q3 2020.

Based on Advisor OS's 13F filing for Q3 2020, filed 12 Nov 2020.