LB
SBI

Leo Brokerage’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Leo Brokerage’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
Q1 		– Sell
-10,709
Closed -$99K – 193
2020
Q4 		$99K Sell
10,709
-291
-3% -$2.63K 0.03% 171
2020
Q3 		$94K Buy
+11,000
New +$98.5K 0.04% 121

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Leo Brokerage's SBI Position: Q1 2021 in Review

Leo Brokerage sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2021, closing a stake of 10,709 shares — an estimated $99K sold.

Leo Brokerage first reported a position in SBI in Q3 2020 and held it in 2 quarters. The position peaked at $99K in Q4 2020. 60 funds tracked by Wall St. Rank hold SBI as of Q1 2021.

  • Leo Brokerage reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2021 after selling out during the quarter.
  • Leo Brokerage sold 10,709 Western Asset Intermediate Muni Fund shares in Q1 2021, an estimated $99K.
  • Leo Brokerage first reported a position in Western Asset Intermediate Muni Fund in Q3 2020 and held it in 2 quarters.
  • Leo Brokerage's Western Asset Intermediate Muni Fund position peaked at $99K in Q4 2020.
  • 60 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2021.

Based on Leo Brokerage's 13F filing for Q1 2021, filed 13 Apr 2021.