DA
SBI

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
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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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.