CF
SBI

Centaurus Financial’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Centaurus Financial’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
Q1 		– Sell
-237
Closed -$28 – 575
2018
Q4 		$28 Buy
237
+209
+746% +$1.74K 0.2% 98
2018
Q3 		$240 Sell
28
-28,978
-100% -$249K 0.04% 347
2018
Q2 		$251K Buy
+29,006
New +$252K 0.03% 463

Other funds holding SBI

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Centaurus Financial's SBI Position: Q1 2019 in Review

Centaurus Financial sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2019, closing a stake of 237 shares — an estimated $28 sold.

Centaurus Financial first reported a position in SBI in Q2 2018 and held it in 3 quarters. The position peaked at $251K in Q2 2018. 54 funds tracked by Wall St. Rank hold SBI as of Q1 2019.

  • Centaurus Financial reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2019 after selling out during the quarter.
  • Centaurus Financial sold 237 Western Asset Intermediate Muni Fund shares in Q1 2019, an estimated $28.
  • Centaurus Financial first reported a position in Western Asset Intermediate Muni Fund in Q2 2018 and held it in 3 quarters.
  • Centaurus Financial's Western Asset Intermediate Muni Fund position peaked at $251K in Q2 2018.
  • 54 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2019.

Based on Centaurus Financial's 13F filing for Q1 2019, filed 13 May 2019.