Fiera Capital (Canada)
SBI

Fiera Capital (Canada)’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Fiera Capital (Canada)’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
-153,418
Closed -$1.12M – 561
2022
Q3 		$1.12M Sell
153,418
-800
-0.5% -$6.41K ﹤0.01% 365
2022
Q2 		$1.24M Buy
154,218
+7,217
+5% +$58.3K ﹤0.01% 375
2022
Q1 		$1.26M Buy
147,001
+94,876
+182% +$858K ﹤0.01% 388
2021
Q4 		$502K Buy
52,125
+38,264
+276% +$371K ﹤0.01% 524
2021
Q3 		$135K Sell
13,861
-38,636
-74% -$378K ﹤0.01% 563
2021
Q2 		$513K Sell
52,497
-7,281
-12% -$69.6K ﹤0.01% 494
2021
Q1 		$555K Sell
59,778
-23,372
-28% -$216K ﹤0.01% 467
2020
Q4 		$765K Buy
83,150
+3,683
+5% +$33.3K ﹤0.01% 473
2020
Q3 		$720K Buy
79,467
+1,523
+2% +$13.6K ﹤0.01% 435
2020
Q2 		$667K Buy
+77,944
New +$655K ﹤0.01% 446

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

Fiera Capital (Canada)'s SBI Position: Q4 2022 in Review

Fiera Capital (Canada) sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2022, closing a stake of 153,418 shares — an estimated $1.12M sold.

Fiera Capital (Canada) first reported a position in SBI in Q2 2020 and held it in 10 quarters. The position peaked at $1.26M in Q1 2022. 59 funds tracked by Wall St. Rank hold SBI as of Q4 2022.

  • Fiera Capital (Canada) reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2022 after selling out during the quarter.
  • Fiera Capital (Canada) sold 153,418 Western Asset Intermediate Muni Fund shares in Q4 2022, an estimated $1.12M.
  • Fiera Capital (Canada) first reported a position in Western Asset Intermediate Muni Fund in Q2 2020 and held it in 10 quarters.
  • Fiera Capital (Canada)'s Western Asset Intermediate Muni Fund position peaked at $1.26M in Q1 2022.
  • 59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2022.

Based on Fiera Capital (Canada)'s 13F filing for Q4 2022, filed 8 Feb 2023.