AGM
SBI

Alpine Global Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Alpine Global 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
2024
Q3 		– Sell
-140,999
Closed -$1.11M – 424
2024
Q2 		$1.11M Buy
140,999
+61,899
+78% +$481K 0.19% 102
2024
Q1 		$626K Buy
+79,100
New +$621K 0.12% 113

Other funds holding SBI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Alpine Global Management's SBI Position: Q3 2024 in Review

Alpine Global Management sold out of Western Asset Intermediate Muni Fund (SBI) in Q3 2024, closing a stake of 140,999 shares — an estimated $1.11M sold.

Alpine Global Management first reported a position in SBI in Q1 2024 and held it in 2 quarters. The position peaked at $1.11M in Q2 2024. 58 funds tracked by Wall St. Rank hold SBI as of Q3 2024.

  • Alpine Global Management reported no remaining Western Asset Intermediate Muni Fund position as of Q3 2024 after selling out during the quarter.
  • Alpine Global Management sold 140,999 Western Asset Intermediate Muni Fund shares in Q3 2024, an estimated $1.11M.
  • Alpine Global Management first reported a position in Western Asset Intermediate Muni Fund in Q1 2024 and held it in 2 quarters.
  • Alpine Global Management's Western Asset Intermediate Muni Fund position peaked at $1.11M in Q2 2024.
  • 58 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q3 2024.

Based on Alpine Global Management's 13F filing for Q3 2024, filed 14 Nov 2024.