CIBC Private Wealth Group’s Western Asset Intermediate Muni Fund SBI Stock Holding History

CIBC Private Wealth 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
2017 Q4	–	Sell	-29,300	Closed	-$285K	–	1979
2017 Q3	$285K	Hold	29,300	–	–	﹤0.01%	848
2017 Q2	$288K	Hold	29,300	–	–	﹤0.01%	581
2017 Q1	$280K	Sell	29,300 -511	-2%	-$4.88K	﹤0.01%	565
2016 Q4	$284K	Buy	29,811 +511	+2%	+$5.06K	﹤0.01%	559
2016 Q3	$309K	Hold	29,300	–	–	﹤0.01%	550
2016 Q2	$310K	Hold	29,300	–	–	﹤0.01%	558
2016 Q1	$304K	Hold	29,300	–	–	﹤0.01%	554
2015 Q4	$299K	Hold	29,300	–	–	﹤0.01%	564
2015 Q3	$290K	Hold	29,300	–	–	﹤0.01%	576
2015 Q2	$285K	Hold	29,300	–	–	﹤0.01%	596
2015 Q1	$294K	Hold	29,300	–	–	﹤0.01%	584
2014 Q4	$286K	Hold	29,300	–	–	﹤0.01%	582
2014 Q3	$285K	Hold	29,300	–	–	﹤0.01%	577
2014 Q2	$286K	Hold	29,300	–	–	﹤0.01%	569
2014 Q1	$278K	Buy	+29,300	New	+$277K	﹤0.01%	558

Other funds holding SBI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CIBC Private Wealth Group's SBI Position: Q4 2017 in Review

CIBC Private Wealth Group sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2017, closing a stake of 29,300 shares — an estimated $285K sold.

CIBC Private Wealth Group first reported a position in SBI in Q1 2014 and held it in 15 quarters. The position peaked at $310K in Q2 2016. 44 funds tracked by Wall St. Rank hold SBI as of Q4 2017.

CIBC Private Wealth Group reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2017 after selling out during the quarter.
CIBC Private Wealth Group sold 29,300 Western Asset Intermediate Muni Fund shares in Q4 2017, an estimated $285K.
CIBC Private Wealth Group first reported a position in Western Asset Intermediate Muni Fund in Q1 2014 and held it in 15 quarters.
CIBC Private Wealth Group's Western Asset Intermediate Muni Fund position peaked at $310K in Q2 2016.
44 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2017.

Based on CIBC Private Wealth Group's 13F filing for Q4 2017, filed 12 Feb 2018.