PSW
SBI

Portfolio Strategies (Washington)’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q4 		$17K Hold
1,812
– – 0.03% 45
2017
Q3 		$18K Hold
1,812
– – 0.03% 36
2017
Q2 		$18K Hold
1,812
– – 0.03% 44
2017
Q1 		$17K Hold
1,812
– – 0.02% 39
2016
Q4 		$17K Buy
+1,812
New +$17.9K 0.02% 50

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Portfolio Strategies (Washington)'s SBI Position: Q4 2017 in Review

Portfolio Strategies (Washington) held its Western Asset Intermediate Muni Fund (SBI) position steady in Q4 2017 at 1,812 shares worth $17K. The position accounts for 0.03% of the portfolio, ranked #45.

Portfolio Strategies (Washington) first reported a position in SBI in Q4 2016 and has held it in 5 quarters since. The position peaked at $18K in Q3 2017. 44 funds tracked by Wall St. Rank hold SBI as of Q4 2017.

  • Portfolio Strategies (Washington) held 1,812 shares of Western Asset Intermediate Muni Fund worth $17K as of Q4 2017.
  • Portfolio Strategies (Washington) left its Western Asset Intermediate Muni Fund share count unchanged in Q4 2017.
  • Western Asset Intermediate Muni Fund made up 0.03% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #45 holding.
  • Portfolio Strategies (Washington) first reported a position in Western Asset Intermediate Muni Fund in Q4 2016 and has held it in 5 quarters since.
  • Portfolio Strategies (Washington)'s Western Asset Intermediate Muni Fund position peaked at $18K in Q3 2017.
  • 44 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.