Dynamic Advisor Solutions’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Dynamic Advisor Solutions’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
2022 Q4	–	Sell	-15,240	Closed	-$112K	–	751
2022 Q3	$112K	Hold	15,240	–	–	0.01%	651
2022 Q2	$123K	Hold	15,240	–	–	0.01%	675
2022 Q1	$131K	Hold	15,240	–	–	0.01%	696
2021 Q4	$147K	Hold	15,240	–	–	0.01%	697
2021 Q3	$149K	Hold	15,240	–	–	0.01%	711
2021 Q2	$149K	Hold	15,240	–	–	0.01%	697
2021 Q1	$142K	Hold	15,240	–	–	0.01%	638
2020 Q4	$140K	Hold	15,240	–	–	0.01%	631
2020 Q3	$138K	Hold	15,240	–	–	0.02%	558
2020 Q2	$130K	Hold	15,240	–	–	0.02%	514
2020 Q1	$128K	Hold	15,240	–	–	0.02%	441
2019 Q4	$138K	Hold	15,240	–	–	0.02%	529
2019 Q3	$140K	Hold	15,240	–	–	0.02%	489
2019 Q2	$136K	Hold	15,240	–	–	0.02%	480
2019 Q1	$134K	Buy	+15,240	New	+$132K	0.03%	401

Other funds holding SBI

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Dynamic Advisor Solutions's SBI Position: Q4 2022 in Review

Dynamic Advisor Solutions sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2022, closing a stake of 15,240 shares — an estimated $112K sold.

Dynamic Advisor Solutions first reported a position in SBI in Q1 2019 and held it in 15 quarters. The position peaked at $149K in Q3 2021. 59 funds tracked by Wall St. Rank hold SBI as of Q4 2022.

Dynamic Advisor Solutions reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2022 after selling out during the quarter.
Dynamic Advisor Solutions sold 15,240 Western Asset Intermediate Muni Fund shares in Q4 2022, an estimated $112K.
Dynamic Advisor Solutions first reported a position in Western Asset Intermediate Muni Fund in Q1 2019 and held it in 15 quarters.
Dynamic Advisor Solutions's Western Asset Intermediate Muni Fund position peaked at $149K in Q3 2021.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2022, filed 13 Jan 2023.