Mission Creek Capital Partners’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Mission Creek Capital Partners’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 Q4	–	Sell	-10,400	Closed	-$101K	–	259
2021 Q3	$101K	Hold	10,400	–	–	0.02%	245
2021 Q2	$102K	Hold	10,400	–	–	0.02%	233
2021 Q1	$97K	Hold	10,400	–	–	0.01%	230
2020 Q4	$96K	Hold	10,400	–	–	0.03%	208
2020 Q3	$94K	Hold	10,400	–	–	0.04%	200
2020 Q2	$89K	Hold	10,400	–	–	0.05%	169
2020 Q1	$88K	Hold	10,400	–	–	0.05%	160
2019 Q4	$94K	Buy	+10,400	New	+$95.5K	0.04%	188

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

WTC

WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mission Creek Capital Partners's SBI Position: Q4 2021 in Review

Mission Creek Capital Partners sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2021, closing a stake of 10,400 shares — an estimated $101K sold.

Mission Creek Capital Partners first reported a position in SBI in Q4 2019 and held it in 8 quarters. The position peaked at $102K in Q2 2021. 59 funds tracked by Wall St. Rank hold SBI as of Q4 2021.

Mission Creek Capital Partners reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2021 after selling out during the quarter.
Mission Creek Capital Partners sold 10,400 Western Asset Intermediate Muni Fund shares in Q4 2021, an estimated $101K.
Mission Creek Capital Partners first reported a position in Western Asset Intermediate Muni Fund in Q4 2019 and held it in 8 quarters.
Mission Creek Capital Partners's Western Asset Intermediate Muni Fund position peaked at $102K in Q2 2021.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2021.

Based on Mission Creek Capital Partners's 13F filing for Q4 2021, filed 14 Feb 2022.