Walled Lake Planning & Wealth Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Walled Lake Planning & Wealth 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 Q1	–	Sell	-30	Closed	–	–	368
2020 Q4	$0	Sell	30 -29	-49%	-$262	﹤0.01%	349
2020 Q3	$1K	Buy	59 +1	+2%	+$9	﹤0.01%	326
2020 Q2	$1K	Hold	58	–	–	﹤0.01%	320
2020 Q1	$0	Buy	+58	New	+$530	﹤0.01%	357

Other funds holding SBI

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Walled Lake Planning & Wealth Management's SBI Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2021, closing a stake of 30 shares.

Walled Lake Planning & Wealth Management first reported a position in SBI in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2020. 60 funds tracked by Wall St. Rank hold SBI as of Q1 2021.

Walled Lake Planning & Wealth Management reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 30 Western Asset Intermediate Muni Fund shares in Q1 2021.
Walled Lake Planning & Wealth Management first reported a position in Western Asset Intermediate Muni Fund in Q1 2020 and held it in 4 quarters.
Walled Lake Planning & Wealth Management's Western Asset Intermediate Muni Fund position peaked at $1K in Q3 2020.
60 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.