HPC
SBI

HM Payson & Co’s Western Asset Intermediate Muni Fund SBI Stock Holding History

HM Payson & Co’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
Q2 		– Sell
-680
Closed -$6K – 928
2020
Q1 		$6K Buy
+680
New +$6.21K ﹤0.01% 796

Other funds holding SBI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HM Payson & Co's SBI Position: Q2 2020 in Review

HM Payson & Co sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2020, closing a stake of 680 shares — an estimated $6K sold.

HM Payson & Co first reported a position in SBI in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 58 funds tracked by Wall St. Rank hold SBI as of Q2 2020.

  • HM Payson & Co reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2020 after selling out during the quarter.
  • HM Payson & Co sold 680 Western Asset Intermediate Muni Fund shares in Q2 2020, an estimated $6K.
  • HM Payson & Co first reported a position in Western Asset Intermediate Muni Fund in Q1 2020 and held it in 1 quarter.
  • HM Payson & Co's Western Asset Intermediate Muni Fund position peaked at $6K in Q1 2020.
  • 58 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2020.

Based on HM Payson & Co's 13F filing for Q2 2020, filed 13 Aug 2020.