PCG
SBI

Private Capital Group’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Private Capital Group’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
Q4 		– Sell
-8
Closed – – 2122
2020
Q3 		$0 Buy
+8
New +$72 ﹤0.01% 2094

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Capital Group's SBI Position: Q4 2020 in Review

Private Capital Group sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2020, closing a stake of 8 shares.

Private Capital Group first reported a position in SBI in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 63 funds tracked by Wall St. Rank hold SBI as of Q4 2020.

  • Private Capital Group reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2020 after selling out during the quarter.
  • Private Capital Group sold 8 Western Asset Intermediate Muni Fund shares in Q4 2020.
  • Private Capital Group first reported a position in Western Asset Intermediate Muni Fund in Q3 2020 and held it in 1 quarter.
  • Private Capital Group's Western Asset Intermediate Muni Fund position peaked at $0 in Q3 2020.
  • 63 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2020.

Based on Private Capital Group's 13F filing for Q4 2020, filed 26 Jan 2021.