MML Investors Services’s Western Asset Intermediate Muni Fund SBI Stock Holding History

MML Investors Services’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 Q4	–	Sell	-10,422	Closed	-$75K	–	2500
2023 Q3	$75K	Sell	10,422 -36	-0.3%	-$271	﹤0.01%	2255
2023 Q2	$80K	Buy	+10,458	New	+$80.6K	﹤0.01%	2258
2018 Q4	–	Sell	-14,144	Closed	-$120K	–	1601
2018 Q3	$120K	Buy	14,144 +416	+3%	+$3.57K	﹤0.01%	1562
2018 Q2	$119K	Buy	13,728 +59	+0.4%	+$512	﹤0.01%	1321
2018 Q1	$118K	Sell	13,669 -726	-5%	-$6.57K	﹤0.01%	1332
2017 Q4	$134K	Sell	14,395 -931	-6%	-$8.87K	﹤0.01%	1346
2017 Q3	$149K	Sell	15,326 -203	-1%	-$2K	﹤0.01%	1259
2017 Q2	$153K	Sell	15,529 -13,382	-46%	-$131K	﹤0.01%	1215
2017 Q1	$276K	Buy	+28,911	New	+$276K	0.01%	624

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services's SBI Position: Q4 2023 in Review

MML Investors Services sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2023, closing a stake of 10,422 shares — an estimated $75K sold.

MML Investors Services first reported a position in SBI in Q1 2017 and held it in 9 quarters. The position peaked at $276K in Q1 2017. 60 funds tracked by Wall St. Rank hold SBI as of Q4 2023.

MML Investors Services reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2023 after selling out during the quarter.
MML Investors Services sold 10,422 Western Asset Intermediate Muni Fund shares in Q4 2023, an estimated $75K.
MML Investors Services first reported a position in Western Asset Intermediate Muni Fund in Q1 2017 and held it in 9 quarters.
MML Investors Services's Western Asset Intermediate Muni Fund position peaked at $276K in Q1 2017.
60 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2023.

Based on MML Investors Services's 13F filing for Q4 2023, filed 14 Feb 2024.