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

Baird’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	$203K	Hold	20,194	–	–	﹤0.01%	1229
2014 Q4	$197K	Hold	20,194	–	–	﹤0.01%	1202
2014 Q3	$196K	Hold	20,194	–	–	﹤0.01%	1055
2014 Q2	$197K	Hold	20,194	–	–	﹤0.01%	1105
2014 Q1	$192K	Hold	20,194	–	–	﹤0.01%	1077
2013 Q4	$183K	Hold	20,194	–	–	﹤0.01%	1071
2013 Q3	$184K	Hold	20,194	–	–	﹤0.01%	1032
2013 Q2	$192K	Buy	+20,194	New	+$201K	﹤0.01%	1000

Other funds holding SBI

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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

Baird's SBI Position: Q1 2015 in Review

Baird held its Western Asset Intermediate Muni Fund (SBI) position steady in Q1 2015 at 20,194 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Baird first reported a position in SBI in Q2 2013 and has held it in 8 quarters since. 37 funds tracked by Wall St. Rank hold SBI as of Q1 2015.

Baird held 20,194 shares of Western Asset Intermediate Muni Fund worth $203K as of Q1 2015.
Baird left its Western Asset Intermediate Muni Fund share count unchanged in Q1 2015.
Western Asset Intermediate Muni Fund made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1229 holding.
Baird first reported a position in Western Asset Intermediate Muni Fund in Q2 2013 and has held it in 8 quarters since.
37 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.