BRWM
SBI

B. Riley Wealth Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

B. Riley Wealth 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
2019
Q4 		– Sell
-925
Closed -$8K – 432
2019
Q3 		$8K Buy
+925
New +$8.45K ﹤0.01% 389

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
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

B. Riley Wealth Management's SBI Position: Q4 2019 in Review

B. Riley Wealth Management sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2019, closing a stake of 925 shares — an estimated $8K sold.

B. Riley Wealth Management first reported a position in SBI in Q3 2019 and held it in 1 quarter. The position peaked at $8K in Q3 2019. 54 funds tracked by Wall St. Rank hold SBI as of Q4 2019.

  • B. Riley Wealth Management reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2019 after selling out during the quarter.
  • B. Riley Wealth Management sold 925 Western Asset Intermediate Muni Fund shares in Q4 2019, an estimated $8K.
  • B. Riley Wealth Management first reported a position in Western Asset Intermediate Muni Fund in Q3 2019 and held it in 1 quarter.
  • B. Riley Wealth Management's Western Asset Intermediate Muni Fund position peaked at $8K in Q3 2019.
  • 54 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2019.

Based on B. Riley Wealth Management's 13F filing for Q4 2019, filed 14 Feb 2020.