Fidelity Investments
SBI

Fidelity Investments’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Fidelity Investments’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
Q3 		– Sell
-2
Closed – – 3953
2020
Q2 		$0 Buy
+2
New +$17 ﹤0.01% 4099

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Fidelity Investments's SBI Position: Q3 2020 in Review

Fidelity Investments sold out of Western Asset Intermediate Muni Fund (SBI) in Q3 2020, closing a stake of 2 shares.

Fidelity Investments first reported a position in SBI in Q2 2020 and held it in 1 quarter. The position peaked at $0 in Q2 2020. 56 funds tracked by Wall St. Rank hold SBI as of Q3 2020.

  • Fidelity Investments reported no remaining Western Asset Intermediate Muni Fund position as of Q3 2020 after selling out during the quarter.
  • Fidelity Investments sold 2 Western Asset Intermediate Muni Fund shares in Q3 2020.
  • Fidelity Investments first reported a position in Western Asset Intermediate Muni Fund in Q2 2020 and held it in 1 quarter.
  • Fidelity Investments's Western Asset Intermediate Muni Fund position peaked at $0 in Q2 2020.
  • 56 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q3 2020.

Based on Fidelity Investments's 13F filing for Q3 2020, filed 13 Nov 2020.