AJ Wealth Strategies’s Western Asset Intermediate Muni Fund SBI Stock Holding History

AJ Wealth Strategies’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
2018 Q4	–	Sell	-16,945	Closed	-$143K	–	108
2018 Q3	$143K	Buy	+16,945	New	+$145K	0.03%	101

Other funds holding SBI

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

1CP

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

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

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

RCM

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

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

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

AJ Wealth Strategies's SBI Position: Q4 2018 in Review

AJ Wealth Strategies sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2018, closing a stake of 16,945 shares — an estimated $143K sold.

AJ Wealth Strategies first reported a position in SBI in Q3 2018 and held it in 1 quarter. The position peaked at $143K in Q3 2018. 51 funds tracked by Wall St. Rank hold SBI as of Q4 2018.

AJ Wealth Strategies reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2018 after selling out during the quarter.
AJ Wealth Strategies sold 16,945 Western Asset Intermediate Muni Fund shares in Q4 2018, an estimated $143K.
AJ Wealth Strategies first reported a position in Western Asset Intermediate Muni Fund in Q3 2018 and held it in 1 quarter.
AJ Wealth Strategies's Western Asset Intermediate Muni Fund position peaked at $143K in Q3 2018.
51 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2018.

Based on AJ Wealth Strategies's 13F filing for Q4 2018, filed 14 Feb 2019.