BCA
SBI

Bray Capital Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Bray Capital 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
Q4 		– Sell
-3,029
Closed -$30K – 267
2015
Q3 		$30K Hold
3,029
– – 0.02% 244
2015
Q2 		$29K Buy
+3,029
New +$30.1K 0.02% 257

Other funds holding SBI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KCM
Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return

Bray Capital Advisors's SBI Position: Q4 2015 in Review

Bray Capital Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2015, closing a stake of 3,029 shares — an estimated $30K sold.

Bray Capital Advisors first reported a position in SBI in Q2 2015 and held it in 2 quarters. The position peaked at $30K in Q3 2015. 36 funds tracked by Wall St. Rank hold SBI as of Q4 2015.

  • Bray Capital Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2015 after selling out during the quarter.
  • Bray Capital Advisors sold 3,029 Western Asset Intermediate Muni Fund shares in Q4 2015, an estimated $30K.
  • Bray Capital Advisors first reported a position in Western Asset Intermediate Muni Fund in Q2 2015 and held it in 2 quarters.
  • Bray Capital Advisors's Western Asset Intermediate Muni Fund position peaked at $30K in Q3 2015.
  • 36 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2015.

Based on Bray Capital Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.