Concert Wealth Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Concert Wealth Management’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
2016 Q4	–	Sell	-19,393	Closed	-$205K	–	845
2016 Q3	$205K	Hold	19,393	–	–	0.02%	637
2016 Q2	$205K	Buy	19,393 +1,524	+9%	+$16.1K	0.03%	596
2016 Q1	$185K	Hold	17,869	–	–	0.02%	601
2015 Q4	$182K	Hold	17,869	–	–	0.02%	605
2015 Q3	$177K	Hold	17,869	–	–	0.02%	630
2015 Q2	$174K	Hold	17,869	–	–	0.02%	647
2015 Q1	$180K	Hold	17,869	–	–	0.05%	398
2014 Q4	$174K	Buy	+17,869	New	+$174K	0.03%	590

Other funds holding SBI

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

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

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Concert Wealth Management's SBI Position: Q4 2016 in Review

Concert Wealth Management sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2016, closing a stake of 19,393 shares — an estimated $205K sold.

Concert Wealth Management first reported a position in SBI in Q4 2014 and held it in 8 quarters. The position peaked at $205K in Q3 2016. 47 funds tracked by Wall St. Rank hold SBI as of Q4 2016.

Concert Wealth Management reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 19,393 Western Asset Intermediate Muni Fund shares in Q4 2016, an estimated $205K.
Concert Wealth Management first reported a position in Western Asset Intermediate Muni Fund in Q4 2014 and held it in 8 quarters.
Concert Wealth Management's Western Asset Intermediate Muni Fund position peaked at $205K in Q3 2016.
47 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.