PWM
SBI

Paulson Wealth Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Paulson Wealth Management’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
2018
Q1 		– Sell
-3,589
Closed -$33K – 435
2017
Q4 		$33K Buy
+3,589
New +$34.2K 0.03% 236

Other funds holding SBI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Paulson Wealth Management's SBI Position: Q1 2018 in Review

Paulson Wealth Management sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2018, closing a stake of 3,589 shares — an estimated $33K sold.

Paulson Wealth Management first reported a position in SBI in Q4 2017 and held it in 1 quarter. The position peaked at $33K in Q4 2017. 43 funds tracked by Wall St. Rank hold SBI as of Q1 2018.

  • Paulson Wealth Management reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 3,589 Western Asset Intermediate Muni Fund shares in Q1 2018, an estimated $33K.
  • Paulson Wealth Management first reported a position in Western Asset Intermediate Muni Fund in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Western Asset Intermediate Muni Fund position peaked at $33K in Q4 2017.
  • 43 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.