FIMG
SBI

Financial & Investment Management Group’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Financial & Investment Management Group’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
2018
Q4 		$2.96M Buy
+354,781
New +$2.95M 1.08% 35
2014
Q4 		– Sell
-11,000
Closed -$107K – 128
2014
Q3 		$107K Hold
11,000
– – 0.03% 109
2014
Q2 		$107K Buy
+11,000
New +$106K 0.03% 105
2014
Q1 		– Sell
-12,000
Closed -$109K – 123
2013
Q4 		$109K Buy
+12,000
New +$108K 0.03% 117

Other funds holding SBI

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Financial & Investment Management Group's SBI Position: Q4 2018 in Review

Financial & Investment Management Group opened a new position in Western Asset Intermediate Muni Fund (SBI) in Q4 2018: 354,781 shares worth $2.96M. The stake represents 1.08% of the portfolio and ranks #35 among its holdings. This is a return to the name: Financial & Investment Management Group previously reported a position in SBI as recently as Q3 2014.

Financial & Investment Management Group first reported a position in SBI in Q4 2013 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold SBI as of Q4 2018.

  • Financial & Investment Management Group held 354,781 shares of Western Asset Intermediate Muni Fund worth $2.96M as of Q4 2018.
  • Western Asset Intermediate Muni Fund was a new Financial & Investment Management Group position in Q4 2018.
  • Western Asset Intermediate Muni Fund made up 1.08% of Financial & Investment Management Group's portfolio in Q4 2018, its #35 holding.
  • Financial & Investment Management Group first reported a position in Western Asset Intermediate Muni Fund in Q4 2013 and has held it in 4 quarters since.
  • 51 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.