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Wealthspire Advisors (Maryland)
SBI icon

Wealthspire Advisors (Maryland)’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SBI Stock Details SBI Fund Activity
Bought
Maintained
Sold
Shares
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
– Hold
0
– – – 1264
2018
Q1
– Hold
0
– – – 1259
2017
Q3
– Hold
0
– – – 1208
2017
Q2
– Hold
0
– – – 700

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Block Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover trades at least twice the size of a fund's median trade that quarter Fund Signals Daily bullish and bearish fund signals, and how past ones played out Fund Manager Portfolios Gain insights from the world’s largest funds and super investors Fund Flows Report Our quarterly report on what the world’s largest funds bought and sold Thematic Trends Track which investment themes funds are piling into or pulling out of
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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