SPC
SBI

Sigma Planning Corp’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Sigma Planning Corp’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
Q1 		– Sell
-10,976
Closed -$104K – 810
2016
Q4 		$104K Sell
10,976
-3,002
-21% -$29.7K 0.01% 691
2016
Q3 		$147K Buy
13,978
+101
+0.7% +$1.06K 0.02% 690
2016
Q2 		$147K Buy
13,877
+112
+0.8% +$1.18K 0.02% 647
2016
Q1 		$143K Buy
+13,765
New +$143K 0.02% 639

Other funds holding SBI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Sigma Planning Corp's SBI Position: Q1 2017 in Review

Sigma Planning Corp sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2017, closing a stake of 10,976 shares — an estimated $104K sold.

Sigma Planning Corp first reported a position in SBI in Q1 2016 and held it in 4 quarters. The position peaked at $147K in Q3 2016. 42 funds tracked by Wall St. Rank hold SBI as of Q1 2017.

  • Sigma Planning Corp reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2017 after selling out during the quarter.
  • Sigma Planning Corp sold 10,976 Western Asset Intermediate Muni Fund shares in Q1 2017, an estimated $104K.
  • Sigma Planning Corp first reported a position in Western Asset Intermediate Muni Fund in Q1 2016 and held it in 4 quarters.
  • Sigma Planning Corp's Western Asset Intermediate Muni Fund position peaked at $147K in Q3 2016.
  • 42 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2017.

Based on Sigma Planning Corp's 13F filing for Q1 2017, filed 24 Apr 2017.