RA
SBI

Reby Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Reby 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
Q4 		$27K Buy
+2,891
New +$26.1K 0.01% 313

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

Reby Advisors's SBI Position: Q4 2020 in Review

Reby Advisors opened a new position in Western Asset Intermediate Muni Fund (SBI) in Q4 2020: 2,891 shares worth $27K. The stake represents 0.01% of the portfolio and ranks #313 among its holdings.

63 funds tracked by Wall St. Rank hold SBI as of Q4 2020.

  • Reby Advisors held 2,891 shares of Western Asset Intermediate Muni Fund worth $27K as of Q4 2020.
  • Western Asset Intermediate Muni Fund was a new Reby Advisors position in Q4 2020.
  • Western Asset Intermediate Muni Fund made up 0.01% of Reby Advisors's portfolio in Q4 2020, its #313 holding.
  • 63 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.