PMFA
SBI

Plante Moran Financial Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Plante Moran Financial Advisors’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
2020
Q1 		– Sell
-2,000
Closed -$18K – 817
2019
Q4 		$18K Hold
2,000
– – 0.01% 477
2019
Q3 		$18K Hold
2,000
– – 0.01% 520
2019
Q2 		$18K Hold
2,000
– – 0.01% 492
2019
Q1 		$18K Buy
+2,000
New +$17.3K 0.01% 491

Other funds holding SBI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Plante Moran Financial Advisors's SBI Position: Q1 2020 in Review

Plante Moran Financial Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2020, closing a stake of 2,000 shares — an estimated $18K sold.

Plante Moran Financial Advisors first reported a position in SBI in Q1 2019 and held it in 4 quarters. The position peaked at $18K in Q4 2019. 49 funds tracked by Wall St. Rank hold SBI as of Q1 2020.

  • Plante Moran Financial Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 2,000 Western Asset Intermediate Muni Fund shares in Q1 2020, an estimated $18K.
  • Plante Moran Financial Advisors first reported a position in Western Asset Intermediate Muni Fund in Q1 2019 and held it in 4 quarters.
  • Plante Moran Financial Advisors's Western Asset Intermediate Muni Fund position peaked at $18K in Q4 2019.
  • 49 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2020, filed 7 May 2020.