AWS
SBI

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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LTFS
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.