Ken Fisher
SBI

Ken Fisher’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Ken Fisher’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
-10,730
Closed -$100K – 961
2021
Q1 		$100K Buy
+10,730
New +$99.2K ﹤0.01% 882

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

Ken Fisher's SBI Position: Q2 2021 in Review

Ken Fisher sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2021, closing a stake of 10,730 shares — an estimated $100K sold.

Ken Fisher first reported a position in SBI in Q1 2021 and held it in 1 quarter. The position peaked at $100K in Q1 2021. 56 funds tracked by Wall St. Rank hold SBI as of Q2 2021.

  • Ken Fisher reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2021 after selling out during the quarter.
  • Ken Fisher sold 10,730 Western Asset Intermediate Muni Fund shares in Q2 2021, an estimated $100K.
  • Ken Fisher first reported a position in Western Asset Intermediate Muni Fund in Q1 2021 and held it in 1 quarter.
  • Ken Fisher's Western Asset Intermediate Muni Fund position peaked at $100K in Q1 2021.
  • 56 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2021.

Based on Fisher Asset Management's 13F filing for Q2 2021, filed 27 Jul 2021.