BlackRock
SBI

BlackRock’s Western Asset Intermediate Muni Fund SBI Stock Holding History

BlackRock’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
Q3 		– Sell
-77,574
Closed -$664K – 5150
2020
Q2 		$664K Buy
+77,574
New +$652K ﹤0.01% 4149

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
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

BlackRock's SBI Position: Q3 2020 in Review

BlackRock sold out of Western Asset Intermediate Muni Fund (SBI) in Q3 2020, closing a stake of 77,574 shares — an estimated $664K sold.

BlackRock first reported a position in SBI in Q2 2020 and held it in 1 quarter. The position peaked at $664K in Q2 2020. 56 funds tracked by Wall St. Rank hold SBI as of Q3 2020.

  • BlackRock reported no remaining Western Asset Intermediate Muni Fund position as of Q3 2020 after selling out during the quarter.
  • BlackRock sold 77,574 Western Asset Intermediate Muni Fund shares in Q3 2020, an estimated $664K.
  • BlackRock first reported a position in Western Asset Intermediate Muni Fund in Q2 2020 and held it in 1 quarter.
  • BlackRock's Western Asset Intermediate Muni Fund position peaked at $664K in Q2 2020.
  • 56 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q3 2020.

Based on BlackRock's 13F filing for Q3 2020, filed 6 Nov 2020.