AWG
SBI

Altus Wealth Group’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Altus Wealth Group’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
Q1 		– Sell
-2,758
Closed -$25K – 669
2020
Q4 		$25K Buy
+2,758
New +$24.9K 0.02% 326

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Altus Wealth Group's SBI Position: Q1 2021 in Review

Altus Wealth Group sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2021, closing a stake of 2,758 shares — an estimated $25K sold.

Altus Wealth Group first reported a position in SBI in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 60 funds tracked by Wall St. Rank hold SBI as of Q1 2021.

  • Altus Wealth Group reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 2,758 Western Asset Intermediate Muni Fund shares in Q1 2021, an estimated $25K.
  • Altus Wealth Group first reported a position in Western Asset Intermediate Muni Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Western Asset Intermediate Muni Fund position peaked at $25K in Q4 2020.
  • 60 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.