PFO
SBI

Pathstone Family Office’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Pathstone Family Office’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
-20
Closed – – 1223
2020
Q4 		$0 Hold
20
– – ﹤0.01% 1306
2020
Q3 		$0 Sell
20
-20
-50% -$179 ﹤0.01% 969
2020
Q2 		$0 Buy
+40
New +$336 ﹤0.01% 933

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

Pathstone Family Office's SBI Position: Q1 2021 in Review

Pathstone Family Office sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2021, closing a stake of 20 shares.

Pathstone Family Office first reported a position in SBI in Q2 2020 and held it in 3 quarters. The position peaked at $0 in Q4 2020. 60 funds tracked by Wall St. Rank hold SBI as of Q1 2021.

  • Pathstone Family Office reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 20 Western Asset Intermediate Muni Fund shares in Q1 2021.
  • Pathstone Family Office first reported a position in Western Asset Intermediate Muni Fund in Q2 2020 and held it in 3 quarters.
  • Pathstone Family Office's Western Asset Intermediate Muni Fund position peaked at $0 in Q4 2020.
  • 60 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.