AIM
SBI

Anchor Investment Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Anchor Investment Management’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
-2,000
Closed -$18.4K – 994
2020
Q4 		$18.4K Hold
2,000
– – ﹤0.01% 607
2020
Q3 		$18.1K Hold
2,000
– – ﹤0.01% 577
2020
Q2 		$17.1K Hold
2,000
– – ﹤0.01% 572
2020
Q1 		$16.9K Hold
2,000
– – ﹤0.01% 559
2019
Q4 		$18.2K Hold
2,000
– – ﹤0.01% 578
2019
Q3 		$18.4K Hold
2,000
– – ﹤0.01% 571
2019
Q2 		$17.9K Hold
2,000
– – ﹤0.01% 571
2019
Q1 		$17.6K Hold
2,000
– – ﹤0.01% 572
2018
Q4 		$16.7K Hold
2,000
– – ﹤0.01% 565
2018
Q3 		$16.9K Hold
2,000
– – ﹤0.01% 590
2018
Q2 		$17.3K Hold
2,000
– – ﹤0.01% 599
2018
Q1 		$17.3K Hold
2,000
– – ﹤0.01% 585
2017
Q4 		$18.6K Hold
2,000
– – ﹤0.01% 574
2017
Q3 		$19.5K Hold
2,000
– – 0.01% 556
2017
Q2 		$19.7K Hold
2,000
– – 0.01% 496
2017
Q1 		$19.1K Hold
2,000
– – 0.01% 492
2016
Q4 		$19K Hold
2,000
– – 0.01% 472
2016
Q3 		$21.1K Hold
2,000
– – 0.01% 440
2016
Q2 		$21.2K Hold
2,000
– – 0.01% 438
2016
Q1 		$20.7K Buy
+2,000
New +$20.8K 0.01% 422

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

Anchor Investment Management's SBI Position: Q1 2021 in Review

Anchor Investment Management sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2021, closing a stake of 2,000 shares — an estimated $18.4K sold.

Anchor Investment Management first reported a position in SBI in Q1 2016 and held it in 20 quarters. The position peaked at $21.2K in Q2 2016. 60 funds tracked by Wall St. Rank hold SBI as of Q1 2021.

  • Anchor Investment Management reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2021 after selling out during the quarter.
  • Anchor Investment Management sold 2,000 Western Asset Intermediate Muni Fund shares in Q1 2021, an estimated $18.4K.
  • Anchor Investment Management first reported a position in Western Asset Intermediate Muni Fund in Q1 2016 and held it in 20 quarters.
  • Anchor Investment Management's Western Asset Intermediate Muni Fund position peaked at $21.2K in Q2 2016.
  • 60 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2021.

Based on Anchor Investment Management's 13F filing for Q1 2021, filed 2 Jan 2024.