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MJP Associates’s Western Asset Intermediate Muni Fund SBI Stock Holding History

MJP Associates’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
-13,751
Closed -$133K – 164
2021
Q3 		$133K Hold
13,751
– – 0.05% 141
2021
Q2 		$134K Hold
13,751
– – 0.04% 138
2021
Q1 		$128K Hold
13,751
– – 0.05% 128
2020
Q4 		$127K Buy
+13,751
New +$124K 0.05% 120

Other funds holding SBI

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
WhitTier Trust Company
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Whittier Trust
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 $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MJP Associates's SBI Position: Q4 2021 in Review

MJP Associates sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2021, closing a stake of 13,751 shares — an estimated $133K sold.

MJP Associates first reported a position in SBI in Q4 2020 and held it in 4 quarters. The position peaked at $134K in Q2 2021. 59 funds tracked by Wall St. Rank hold SBI as of Q4 2021.

  • MJP Associates reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2021 after selling out during the quarter.
  • MJP Associates sold 13,751 Western Asset Intermediate Muni Fund shares in Q4 2021, an estimated $133K.
  • MJP Associates first reported a position in Western Asset Intermediate Muni Fund in Q4 2020 and held it in 4 quarters.
  • MJP Associates's Western Asset Intermediate Muni Fund position peaked at $134K in Q2 2021.
  • 59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2021.

Based on MJP Associates's 13F filing for Q4 2021, filed 18 Jan 2022.