CIA
SBI

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

Capital Investment 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
2017
Q2 		– Sell
-16,339
Closed -$156K – 475
2017
Q1 		$156K Buy
+16,339
New +$156K 0.01% 438

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 $8.86B AUM 28.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 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

Capital Investment Advisors's SBI Position: Q2 2017 in Review

Capital Investment Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2017, closing a stake of 16,339 shares — an estimated $156K sold.

Capital Investment Advisors first reported a position in SBI in Q1 2017 and held it in 1 quarter. The position peaked at $156K in Q1 2017. 37 funds tracked by Wall St. Rank hold SBI as of Q2 2017.

  • Capital Investment Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2017 after selling out during the quarter.
  • Capital Investment Advisors sold 16,339 Western Asset Intermediate Muni Fund shares in Q2 2017, an estimated $156K.
  • Capital Investment Advisors first reported a position in Western Asset Intermediate Muni Fund in Q1 2017 and held it in 1 quarter.
  • Capital Investment Advisors's Western Asset Intermediate Muni Fund position peaked at $156K in Q1 2017.
  • 37 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2017.

Based on Capital Investment Advisors's 13F filing for Q2 2017, filed 11 Jul 2017.