IAIM
SBI

International Assets Investment Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

International Assets Investment Management’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
-992
Closed -$9K – 1628
2021
Q1 		$9K Hold
992
– – ﹤0.01% 1605
2020
Q4 		$9K Buy
+992
New +$8.96K ﹤0.01% 1471

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 $5.35B AUM 29.91% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $424B AUM 22.94% 1-Year Est. Return

International Assets Investment Management's SBI Position: Q2 2021 in Review

International Assets Investment Management sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2021, closing a stake of 992 shares — an estimated $9K sold.

International Assets Investment Management first reported a position in SBI in Q4 2020 and held it in 2 quarters. The position peaked at $9K in Q1 2021. 56 funds tracked by Wall St. Rank hold SBI as of Q2 2021.

  • International Assets Investment Management reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2021 after selling out during the quarter.
  • International Assets Investment Management sold 992 Western Asset Intermediate Muni Fund shares in Q2 2021, an estimated $9K.
  • International Assets Investment Management first reported a position in Western Asset Intermediate Muni Fund in Q4 2020 and held it in 2 quarters.
  • International Assets Investment Management's Western Asset Intermediate Muni Fund position peaked at $9K in Q1 2021.
  • 56 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2021.

Based on International Assets Investment Management's 13F filing for Q2 2021, filed 14 Jul 2021.