WSTAM
SBI

Wilbanks Smith & Thomas Asset Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-15,000
Closed -$127K – 1129
2018
Q3 		$127K Buy
+15,000
New +$129K 0.01% 489

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LTFS
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Wilbanks Smith & Thomas Asset Management's SBI Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2018, closing a stake of 15,000 shares — an estimated $127K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SBI in Q3 2018 and held it in 1 quarter. The position peaked at $127K in Q3 2018. 51 funds tracked by Wall St. Rank hold SBI as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 15,000 Western Asset Intermediate Muni Fund shares in Q4 2018, an estimated $127K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Western Asset Intermediate Muni Fund in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Western Asset Intermediate Muni Fund position peaked at $127K in Q3 2018.
  • 51 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.