AWA
SBI

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

Arete Wealth 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
2020
Q2 		– Sell
-58,344
Closed -$492K – 399
2020
Q1 		$492K Buy
+58,344
New +$533K 0.1% 196

Other funds holding SBI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Arete Wealth Advisors's SBI Position: Q2 2020 in Review

Arete Wealth Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2020, closing a stake of 58,344 shares — an estimated $492K sold.

Arete Wealth Advisors first reported a position in SBI in Q1 2020 and held it in 1 quarter. The position peaked at $492K in Q1 2020. 58 funds tracked by Wall St. Rank hold SBI as of Q2 2020.

  • Arete Wealth Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2020 after selling out during the quarter.
  • Arete Wealth Advisors sold 58,344 Western Asset Intermediate Muni Fund shares in Q2 2020, an estimated $492K.
  • Arete Wealth Advisors first reported a position in Western Asset Intermediate Muni Fund in Q1 2020 and held it in 1 quarter.
  • Arete Wealth Advisors's Western Asset Intermediate Muni Fund position peaked at $492K in Q1 2020.
  • 58 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2020.

Based on Arete Wealth Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.