SFS
SBI

Sowell Financial Services’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Sowell Financial Services’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
-1,117
Closed -$11K – 515
2016
Q4 		$11K Buy
+1,117
New +$11.1K ﹤0.01% 479

Other funds holding SBI

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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

Sowell Financial Services's SBI Position: Q1 2017 in Review

Sowell Financial Services sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2017, closing a stake of 1,117 shares — an estimated $11K sold.

Sowell Financial Services first reported a position in SBI in Q4 2016 and held it in 1 quarter. The position peaked at $11K in Q4 2016. 42 funds tracked by Wall St. Rank hold SBI as of Q1 2017.

  • Sowell Financial Services reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2017 after selling out during the quarter.
  • Sowell Financial Services sold 1,117 Western Asset Intermediate Muni Fund shares in Q1 2017, an estimated $11K.
  • Sowell Financial Services first reported a position in Western Asset Intermediate Muni Fund in Q4 2016 and held it in 1 quarter.
  • Sowell Financial Services's Western Asset Intermediate Muni Fund position peaked at $11K in Q4 2016.
  • 42 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.