CPIG
SBI

Chicago Partners Investment Group’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Chicago Partners Investment Group’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
2018
Q4 		– Sell
-15,000
Closed -$124K – 794
2018
Q3 		$124K Buy
+15,000
New +$129K 0.02% 371

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WT
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RCM
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LTFS
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Chicago Partners Investment Group's SBI Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2018, closing a stake of 15,000 shares — an estimated $124K sold.

Chicago Partners Investment Group first reported a position in SBI in Q3 2018 and held it in 1 quarter. The position peaked at $124K in Q3 2018. 51 funds tracked by Wall St. Rank hold SBI as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 15,000 Western Asset Intermediate Muni Fund shares in Q4 2018, an estimated $124K.
  • Chicago Partners Investment Group first reported a position in Western Asset Intermediate Muni Fund in Q3 2018 and held it in 1 quarter.
  • Chicago Partners Investment Group's Western Asset Intermediate Muni Fund position peaked at $124K in Q3 2018.
  • 51 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.