AA
SBI

Ancora Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Ancora Advisors’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
-88,113
Closed -$746K – 1079
2018
Q3 		$746K Buy
+88,113
New +$756K 0.03% 399

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

Ancora Advisors's SBI Position: Q4 2018 in Review

Ancora Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2018, closing a stake of 88,113 shares — an estimated $746K sold.

Ancora Advisors first reported a position in SBI in Q3 2018 and held it in 1 quarter. The position peaked at $746K in Q3 2018. 51 funds tracked by Wall St. Rank hold SBI as of Q4 2018.

  • Ancora Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2018 after selling out during the quarter.
  • Ancora Advisors sold 88,113 Western Asset Intermediate Muni Fund shares in Q4 2018, an estimated $746K.
  • Ancora Advisors first reported a position in Western Asset Intermediate Muni Fund in Q3 2018 and held it in 1 quarter.
  • Ancora Advisors's Western Asset Intermediate Muni Fund position peaked at $746K in Q3 2018.
  • 51 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2018.

Based on Ancora Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.