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

Doliver 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
2018 Q3	–	Sell	-24,103	Closed	-$209K	–	293
2018 Q2	$209K	Sell	24,103 -5,705	-19%	-$49.5K	0.09%	212
2018 Q1	$258K	Sell	29,808 -7,382	-20%	-$66.8K	0.11%	177
2017 Q4	$347K	Buy	37,190 +4,004	+12%	+$38.1K	0.14%	125
2017 Q3	$323K	Buy	33,186 +209	+0.6%	+$2.06K	0.15%	146
2017 Q2	$324K	Sell	32,977 -9,915	-23%	-$97.4K	0.16%	135
2017 Q1	$409K	Sell	42,892 -472	-1%	-$4.51K	0.32%	103
2016 Q4	$412K	Buy	43,364 +28,885	+199%	+$286K	0.35%	97
2016 Q3	$153K	Sell	14,479 -16,179	-53%	-$171K	0.13%	173
2016 Q2	$325K	Buy	+30,658	New	+$323K	0.28%	102
2013 Q4	–	Sell	-24,886	Closed	-$227K	–	327
2013 Q3	$227K	Sell	24,886 -259	-1%	-$2.34K	0.14%	264
2013 Q2	$239K	Buy	+25,145	New	+$250K	0.14%	274

Other funds holding SBI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WhitTier Trust Company Reno, Nevada $5.4B AUM 30.72% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.3B AUM 34.45% 1-Year Est. Return

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Doliver Advisors's SBI Position: Q3 2018 in Review

Doliver Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q3 2018, closing a stake of 24,103 shares — an estimated $209K sold.

Doliver Advisors first reported a position in SBI in Q2 2013 and held it in 11 quarters. The position peaked at $412K in Q4 2016. 54 funds tracked by Wall St. Rank hold SBI as of Q3 2018.

Doliver Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q3 2018 after selling out during the quarter.
Doliver Advisors sold 24,103 Western Asset Intermediate Muni Fund shares in Q3 2018, an estimated $209K.
Doliver Advisors first reported a position in Western Asset Intermediate Muni Fund in Q2 2013 and held it in 11 quarters.
Doliver Advisors's Western Asset Intermediate Muni Fund position peaked at $412K in Q4 2016.
54 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q3 2018.

Based on Doliver Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.