EWA
SBI

EverSource Wealth Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

EverSource Wealth Advisors’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
2023
Q1 		– Sell
-640
Closed -$4.86K – 2509
2022
Q4 		$4.86K Buy
+640
New +$4.78K ﹤0.01% 1618

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

EverSource Wealth Advisors's SBI Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2023, closing a stake of 640 shares — an estimated $4.86K sold.

EverSource Wealth Advisors first reported a position in SBI in Q4 2022 and held it in 1 quarter. The position peaked at $4.86K in Q4 2022. 64 funds tracked by Wall St. Rank hold SBI as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 640 Western Asset Intermediate Muni Fund shares in Q1 2023, an estimated $4.86K.
  • EverSource Wealth Advisors first reported a position in Western Asset Intermediate Muni Fund in Q4 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's Western Asset Intermediate Muni Fund position peaked at $4.86K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.