Moisand Fitzgerald Tamayo’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Moisand Fitzgerald Tamayo’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
2022 Q2	–	Sell	-2,581	Closed	-$22K	–	666
2022 Q1	$22K	Hold	2,581	–	–	0.01%	135
2021 Q4	$25K	Hold	2,581	–	–	0.01%	197
2021 Q3	$25K	Hold	2,581	–	–	0.01%	185
2021 Q2	$25K	Hold	2,581	–	–	0.01%	192
2021 Q1	$24K	Hold	2,581	–	–	0.01%	160
2020 Q4	$24K	Hold	2,581	–	–	0.01%	158
2020 Q3	$23K	Hold	2,581	–	–	0.01%	154
2020 Q2	$22K	Hold	2,581	–	–	0.01%	145
2020 Q1	$22K	Hold	2,581	–	–	0.01%	144
2019 Q4	$23K	Hold	2,581	–	–	0.01%	158
2019 Q3	$24K	Hold	2,581	–	–	0.01%	152
2019 Q2	$23K	Hold	2,581	–	–	0.01%	149
2019 Q1	$23K	Hold	2,581	–	–	0.01%	155
2018 Q4	$22K	Hold	2,581	–	–	0.01%	152
2018 Q3	$22K	Hold	2,581	–	–	0.01%	160
2018 Q2	$22K	Hold	2,581	–	–	0.01%	155
2018 Q1	$22K	Hold	2,581	–	–	0.01%	161
2017 Q4	$24K	Hold	2,581	–	–	0.01%	140
2017 Q3	$25K	Buy	+2,581	New	+$25.4K	0.02%	149
2016 Q2	–	Sell	-2,581	Closed	-$27K	–	168
2016 Q1	$27K	Hold	2,581	–	–	0.02%	119
2015 Q4	$26K	Buy	+2,581	New	+$25.8K	0.02%	116

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo's SBI Position: Q2 2022 in Review

Moisand Fitzgerald Tamayo sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2022, closing a stake of 2,581 shares — an estimated $22K sold.

Moisand Fitzgerald Tamayo first reported a position in SBI in Q4 2015 and held it in 21 quarters. The position peaked at $27K in Q1 2016. 60 funds tracked by Wall St. Rank hold SBI as of Q2 2022.

Moisand Fitzgerald Tamayo reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2022 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 2,581 Western Asset Intermediate Muni Fund shares in Q2 2022, an estimated $22K.
Moisand Fitzgerald Tamayo first reported a position in Western Asset Intermediate Muni Fund in Q4 2015 and held it in 21 quarters.
Moisand Fitzgerald Tamayo's Western Asset Intermediate Muni Fund position peaked at $27K in Q1 2016.
60 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2022, filed 1 Aug 2022.