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

Gradient 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
2019
Q4 		– Sell
-900
Closed -$8K – 1212
2019
Q3 		$8K Buy
+900
New +$8.22K ﹤0.01% 713

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Envestnet Asset Management
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Commonwealth Equity Services
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ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
Mercer Global Advisors
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Whittier Trust
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Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Gradient Investments's SBI Position: Q4 2019 in Review

Gradient Investments sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2019, closing a stake of 900 shares — an estimated $8K sold.

Gradient Investments first reported a position in SBI in Q3 2019 and held it in 1 quarter. The position peaked at $8K in Q3 2019. 54 funds tracked by Wall St. Rank hold SBI as of Q4 2019.

  • Gradient Investments reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2019 after selling out during the quarter.
  • Gradient Investments sold 900 Western Asset Intermediate Muni Fund shares in Q4 2019, an estimated $8K.
  • Gradient Investments first reported a position in Western Asset Intermediate Muni Fund in Q3 2019 and held it in 1 quarter.
  • Gradient Investments's Western Asset Intermediate Muni Fund position peaked at $8K in Q3 2019.
  • 54 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2019.

Based on Gradient Investments's 13F filing for Q4 2019, filed 15 Jan 2020.