SIM
SBI

Sonora Investment Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Sonora Investment Management’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
2021
Q2 		– Sell
-4,280
Closed -$40K – 1057
2021
Q1 		$40K Buy
+4,280
New +$39.6K ﹤0.01% 686

Other funds holding SBI

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sonora Investment Management's SBI Position: Q2 2021 in Review

Sonora Investment Management sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2021, closing a stake of 4,280 shares — an estimated $40K sold.

Sonora Investment Management first reported a position in SBI in Q1 2021 and held it in 1 quarter. The position peaked at $40K in Q1 2021. 56 funds tracked by Wall St. Rank hold SBI as of Q2 2021.

  • Sonora Investment Management reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2021 after selling out during the quarter.
  • Sonora Investment Management sold 4,280 Western Asset Intermediate Muni Fund shares in Q2 2021, an estimated $40K.
  • Sonora Investment Management first reported a position in Western Asset Intermediate Muni Fund in Q1 2021 and held it in 1 quarter.
  • Sonora Investment Management's Western Asset Intermediate Muni Fund position peaked at $40K in Q1 2021.
  • 56 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2021.

Based on Sonora Investment Management's 13F filing for Q2 2021, filed 20 Oct 2021.