Mariner Investment Group’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Mariner Investment Group’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
2023 Q1	–	Sell	-36,068	Closed	-$274K	–	49
2022 Q4	$274K	Sell	36,068 -27,831	-44%	-$208K	0.8%	36
2022 Q3	$470K	Buy	63,899 +22,212	+53%	+$178K	0.52%	43
2022 Q2	$336K	Buy	+41,687	New	+$337K	0.35%	58
2019 Q4	–	Sell	-35,792	Closed	-$329K	–	88
2019 Q3	$329K	Sell	35,792 -4,790	-12%	-$43.8K	0.51%	41
2019 Q2	$364K	Hold	40,582	–	–	0.64%	43
2019 Q1	$358K	Hold	40,582	–	–	0.48%	56
2018 Q4	$339K	Hold	40,582	–	–	0.47%	70
2018 Q3	$343K	Hold	40,582	–	–	0.7%	47
2018 Q2	$352K	Buy	+40,582	New	+$352K	0.76%	39

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

WTC

WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Mariner Investment Group's SBI Position: Q1 2023 in Review

Mariner Investment Group sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2023, closing a stake of 36,068 shares — an estimated $274K sold.

Mariner Investment Group first reported a position in SBI in Q2 2018 and held it in 9 quarters. The position peaked at $470K in Q3 2022. 64 funds tracked by Wall St. Rank hold SBI as of Q1 2023.

Mariner Investment Group reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2023 after selling out during the quarter.
Mariner Investment Group sold 36,068 Western Asset Intermediate Muni Fund shares in Q1 2023, an estimated $274K.
Mariner Investment Group first reported a position in Western Asset Intermediate Muni Fund in Q2 2018 and held it in 9 quarters.
Mariner Investment Group's Western Asset Intermediate Muni Fund position peaked at $470K in Q3 2022.
64 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2023.

Based on Mariner Investment Group's 13F filing for Q1 2023, filed 12 May 2023.