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 $1.15B AUM 12.28% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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.