Citigroup
SBI

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

Citigroup’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
2021
Q3 		– Sell
-1,223
Closed -$12K – 6238
2021
Q2 		$12K Buy
1,223
+59
+5% +$564 ﹤0.01% 5585
2021
Q1 		$11K Sell
1,164
-64
-5% -$592 ﹤0.01% 5598
2020
Q4 		$11K Hold
1,228
– – ﹤0.01% 6926
2020
Q3 		$11K Buy
1,228
+299
+32% +$2.68K ﹤0.01% 6572
2020
Q2 		$8K Hold
929
– – ﹤0.01% 7142
2020
Q1 		$8K Buy
929
+207
+29% +$1.89K ﹤0.01% 7127
2019
Q4 		$7K Buy
+722
New +$6.63K ﹤0.01% 7313
2016
Q2 		– Sell
-464
Closed -$5K – 7383
2016
Q1 		$5K Sell
464
-1,758
-79% -$18.3K ﹤0.01% 7005
2015
Q4 		$23K Buy
2,222
+2,042
+1,134% +$20.4K ﹤0.01% 6409
2015
Q3 		$2K Sell
180
-316
-64% -$3.08K ﹤0.01% 7038
2015
Q2 		$5K Buy
+496
New +$4.93K ﹤0.01% 6774
2014
Q4 		– Sell
-1,671
Closed -$16K – 7286
2014
Q3 		$16K Sell
1,671
-1,523
-48% -$14.7K ﹤0.01% 6027
2014
Q2 		$32K Buy
+3,194
New +$30.8K ﹤0.01% 5484
2014
Q1 		– Sell
-775
Closed -$7K – 7178
2013
Q4 		$7K Buy
+775
New +$6.98K ﹤0.01% 6538

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup's SBI Position: Q3 2021 in Review

Citigroup sold out of Western Asset Intermediate Muni Fund (SBI) in Q3 2021, closing a stake of 1,223 shares — an estimated $12K sold.

Citigroup first reported a position in SBI in Q4 2013 and held it in 14 quarters. The position peaked at $32K in Q2 2014. 54 funds tracked by Wall St. Rank hold SBI as of Q3 2021.

  • Citigroup reported no remaining Western Asset Intermediate Muni Fund position as of Q3 2021 after selling out during the quarter.
  • Citigroup sold 1,223 Western Asset Intermediate Muni Fund shares in Q3 2021, an estimated $12K.
  • Citigroup first reported a position in Western Asset Intermediate Muni Fund in Q4 2013 and held it in 14 quarters.
  • Citigroup's Western Asset Intermediate Muni Fund position peaked at $32K in Q2 2014.
  • 54 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q3 2021.

Based on Citigroup's 13F filing for Q3 2021, filed 10 Nov 2021.