ACS
SBI

Archford Capital Strategies’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Archford Capital 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
2017
Q1 		– Sell
-1,001
Closed -$9K – 759
2016
Q4 		$9K Buy
+1,001
New +$9.91K ﹤0.01% 381
2016
Q1 		– Sell
-1,001
Closed -$10K – 513
2015
Q4 		$10K Buy
+1,001
New +$10K ﹤0.01% 448

Other funds holding SBI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Archford Capital Strategies's SBI Position: Q1 2017 in Review

Archford Capital Strategies sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2017, closing a stake of 1,001 shares — an estimated $9K sold.

Archford Capital Strategies first reported a position in SBI in Q4 2015 and held it in 2 quarters. The position peaked at $10K in Q4 2015. 42 funds tracked by Wall St. Rank hold SBI as of Q1 2017.

  • Archford Capital Strategies reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2017 after selling out during the quarter.
  • Archford Capital Strategies sold 1,001 Western Asset Intermediate Muni Fund shares in Q1 2017, an estimated $9K.
  • Archford Capital Strategies first reported a position in Western Asset Intermediate Muni Fund in Q4 2015 and held it in 2 quarters.
  • Archford Capital Strategies's Western Asset Intermediate Muni Fund position peaked at $10K in Q4 2015.
  • 42 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2017.

Based on Archford Capital Strategies's 13F filing for Q1 2017, filed 16 May 2017.