HFS
SBI

Hantz Financial Services’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Hantz Financial Services’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
2021
Q2 		– Sell
-253
Closed -$2K – 840
2021
Q1 		$2K Buy
+253
New +$2.34K ﹤0.01% 664

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hantz Financial Services's SBI Position: Q2 2021 in Review

Hantz Financial Services sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2021, closing a stake of 253 shares — an estimated $2K sold.

Hantz Financial Services first reported a position in SBI in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 56 funds tracked by Wall St. Rank hold SBI as of Q2 2021.

  • Hantz Financial Services reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2021 after selling out during the quarter.
  • Hantz Financial Services sold 253 Western Asset Intermediate Muni Fund shares in Q2 2021, an estimated $2K.
  • Hantz Financial Services first reported a position in Western Asset Intermediate Muni Fund in Q1 2021 and held it in 1 quarter.
  • Hantz Financial Services's Western Asset Intermediate Muni Fund position peaked at $2K in Q1 2021.
  • 56 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2021.

Based on Hantz Financial Services's 13F filing for Q2 2021, filed 1 Sep 2022.