H6H
SBI

Hightower 6M Holding’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Hightower 6M Holding’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
2022
Q3 		$127K Buy
17,338
+136
+0.8% +$1.09K 0.01% 233
2022
Q2 		$139K Buy
17,202
+2,384
+16% +$19.3K 0.01% 322
2022
Q1 		$127K Buy
+14,818
New +$134K 0.01% 376

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hightower 6M Holding's SBI Position: Q3 2022 in Review

Hightower 6M Holding increased its Western Asset Intermediate Muni Fund (SBI) stake by 0.79% in Q3 2022, buying an estimated $1.09K and bringing the position to 17,338 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #233.

Hightower 6M Holding first reported a position in SBI in Q1 2022 and has held it in 3 quarters since. The position peaked at $139K in Q2 2022. 63 funds tracked by Wall St. Rank hold SBI as of Q3 2022.

  • Hightower 6M Holding held 17,338 shares of Western Asset Intermediate Muni Fund worth $127K as of Q3 2022.
  • Hightower 6M Holding bought 136 Western Asset Intermediate Muni Fund shares in Q3 2022, an estimated $1.09K.
  • Western Asset Intermediate Muni Fund made up 0.01% of Hightower 6M Holding's portfolio in Q3 2022, its #233 holding.
  • Hightower 6M Holding first reported a position in Western Asset Intermediate Muni Fund in Q1 2022 and has held it in 3 quarters since.
  • Hightower 6M Holding's Western Asset Intermediate Muni Fund position peaked at $139K in Q2 2022.
  • 63 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q3 2022.

Based on Hightower 6M Holding's 13F filing for Q3 2022, filed 25 Oct 2022.