C
SBI

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

Covestor’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
2022
Q4 		– Sell
-12
Closed – – 2529
2022
Q3 		$0 Hold
12
– – ﹤0.01% 2514
2022
Q2 		$0 Hold
12
– – ﹤0.01% 2309
2022
Q1 		$0 Buy
+12
New +$109 ﹤0.01% 2408

Other funds holding SBI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Covestor's SBI Position: Q4 2022 in Review

Covestor sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2022, closing a stake of 12 shares.

Covestor first reported a position in SBI in Q1 2022 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 59 funds tracked by Wall St. Rank hold SBI as of Q4 2022.

  • Covestor reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2022 after selling out during the quarter.
  • Covestor sold 12 Western Asset Intermediate Muni Fund shares in Q4 2022.
  • Covestor first reported a position in Western Asset Intermediate Muni Fund in Q1 2022 and held it in 3 quarters.
  • Covestor's Western Asset Intermediate Muni Fund position peaked at $0 in Q3 2022.
  • 59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2022.

Based on Covestor's 13F filing for Q4 2022, filed 14 Feb 2023.