Baird Financial Group
SBI

Baird Financial Group’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Baird Financial Group’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
2020
Q1 		– Sell
-10,000
Closed -$91K – 1541
2019
Q4 		$91K Hold
10,000
– – ﹤0.01% 1494
2019
Q3 		$92K Hold
10,000
– – ﹤0.01% 1482
2019
Q2 		$89K Sell
10,000
-6,994
-41% -$61.9K ﹤0.01% 1504
2019
Q1 		$150K Hold
16,994
– – ﹤0.01% 1258
2018
Q4 		$142K Sell
16,994
-2,556
-13% -$21.3K ﹤0.01% 1241
2018
Q3 		$165K Hold
19,550
– – ﹤0.01% 1296
2018
Q2 		$169K Buy
19,550
+2,556
+15% +$22.2K ﹤0.01% 1248
2018
Q1 		$147K Sell
16,994
-1
-0% -$9 ﹤0.01% 1221
2017
Q4 		$158K Hold
16,995
– – ﹤0.01% 1229
2017
Q3 		$165K Buy
16,995
+1
+0% +$10 ﹤0.01% 1195
2017
Q2 		$167K Hold
16,994
– – ﹤0.01% 1186
2017
Q1 		$162K Hold
16,994
– – ﹤0.01% 1184
2016
Q4 		$162K Sell
16,994
-3,200
-16% -$31.7K ﹤0.01% 1151
2016
Q3 		$213K Hold
20,194
– – ﹤0.01% 1131
2016
Q2 		$214K Hold
20,194
– – ﹤0.01% 1128
2016
Q1 		$209K Hold
20,194
– – ﹤0.01% 1147
2015
Q4 		$206K Hold
20,194
– – ﹤0.01% 1158
2015
Q3 		$200K Hold
20,194
– – ﹤0.01% 1164
2015
Q2 		$196K Buy
+20,194
New +$201K ﹤0.01% 1228

Other funds holding SBI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Baird Financial Group's SBI Position: Q1 2020 in Review

Baird Financial Group sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2020, closing a stake of 10,000 shares — an estimated $91K sold.

Baird Financial Group first reported a position in SBI in Q2 2015 and held it in 19 quarters. The position peaked at $214K in Q2 2016. 49 funds tracked by Wall St. Rank hold SBI as of Q1 2020.

  • Baird Financial Group reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2020 after selling out during the quarter.
  • Baird Financial Group sold 10,000 Western Asset Intermediate Muni Fund shares in Q1 2020, an estimated $91K.
  • Baird Financial Group first reported a position in Western Asset Intermediate Muni Fund in Q2 2015 and held it in 19 quarters.
  • Baird Financial Group's Western Asset Intermediate Muni Fund position peaked at $214K in Q2 2016.
  • 49 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2020.

Based on Baird Financial Group's 13F filing for Q1 2020, filed 14 May 2020.