TRCT
SBI

Tower Research Capital (TRC)’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Tower Research Capital (TRC)’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
2019
Q2 		– Sell
-313
Closed -$3K – 4207
2019
Q1 		$3K Sell
313
-2,470
-89% -$21.4K ﹤0.01% 3317
2018
Q4 		$23K Buy
+2,783
New +$23.2K ﹤0.01% 1832
2018
Q2 		– Sell
-173
Closed -$1K – 4001
2018
Q1 		$1K Buy
+173
New +$1.56K ﹤0.01% 3095

Other funds holding SBI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Tower Research Capital (TRC)'s SBI Position: Q2 2019 in Review

Tower Research Capital (TRC) sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2019, closing a stake of 313 shares — an estimated $3K sold.

Tower Research Capital (TRC) first reported a position in SBI in Q1 2018 and held it in 3 quarters. The position peaked at $23K in Q4 2018. 53 funds tracked by Wall St. Rank hold SBI as of Q2 2019.

  • Tower Research Capital (TRC) reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2019 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 313 Western Asset Intermediate Muni Fund shares in Q2 2019, an estimated $3K.
  • Tower Research Capital (TRC) first reported a position in Western Asset Intermediate Muni Fund in Q1 2018 and held it in 3 quarters.
  • Tower Research Capital (TRC)'s Western Asset Intermediate Muni Fund position peaked at $23K in Q4 2018.
  • 53 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2019.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2019, filed 13 Aug 2019.