WLPWM
SBI

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 $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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.