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

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

Other funds holding SBI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return