BRWA
SBI

B. Riley Wealth Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-1,735
Closed -$17 – 1720
2014
Q4 		$17 Buy
+1,735
New +$16.9K ﹤0.01% 2639
2014
Q3 		– Sell
-1,735
Closed -$16.9K – 1662
2014
Q2 		$16.9K Buy
+1,735
New +$16.7K ﹤0.01% 1538

Other funds holding SBI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

B. Riley Wealth Advisors's SBI Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2015, closing a stake of 1,735 shares — an estimated $17 sold.

B. Riley Wealth Advisors first reported a position in SBI in Q2 2014 and held it in 2 quarters. The position peaked at $16.9K in Q2 2014. 37 funds tracked by Wall St. Rank hold SBI as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,735 Western Asset Intermediate Muni Fund shares in Q1 2015, an estimated $17.
  • B. Riley Wealth Advisors first reported a position in Western Asset Intermediate Muni Fund in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Western Asset Intermediate Muni Fund position peaked at $16.9K in Q2 2014.
  • 37 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.