FMII
SBI

Farmers & Merchants Investments Inc’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Farmers & Merchants Investments Inc’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
2020
Q1 		– Sell
-4,954
Closed -$45K – 871
2019
Q4 		$45K Sell
4,954
-1
-0% -$9 ﹤0.01% 335
2019
Q3 		$45K Hold
4,955
– – ﹤0.01% 330
2019
Q2 		$44K Hold
4,955
– – ﹤0.01% 338
2019
Q1 		$44K Buy
+4,955
New +$42.9K ﹤0.01% 330

Other funds holding SBI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $5.35B AUM 29.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Farmers & Merchants Investments Inc's SBI Position: Q1 2020 in Review

Farmers & Merchants Investments Inc sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2020, closing a stake of 4,954 shares — an estimated $45K sold.

Farmers & Merchants Investments Inc first reported a position in SBI in Q1 2019 and held it in 4 quarters. The position peaked at $45K in Q4 2019. 49 funds tracked by Wall St. Rank hold SBI as of Q1 2020.

  • Farmers & Merchants Investments Inc reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2020 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 4,954 Western Asset Intermediate Muni Fund shares in Q1 2020, an estimated $45K.
  • Farmers & Merchants Investments Inc first reported a position in Western Asset Intermediate Muni Fund in Q1 2019 and held it in 4 quarters.
  • Farmers & Merchants Investments Inc's Western Asset Intermediate Muni Fund position peaked at $45K in Q4 2019.
  • 49 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2020.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2020, filed 16 Apr 2020.