Riggs Asset Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Riggs Asset Management’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
2017 Q1	–	Sell	-300	Closed	-$3K	–	286
2016 Q4	$3K	Hold	300	–	–	﹤0.01%	235
2016 Q3	$3K	Hold	300	–	–	﹤0.01%	239
2016 Q2	$3K	Hold	300	–	–	﹤0.01%	235
2016 Q1	$3K	Hold	300	–	–	﹤0.01%	224
2015 Q4	$3K	Hold	300	–	–	﹤0.01%	234
2015 Q3	$3K	Hold	300	–	–	﹤0.01%	227
2015 Q2	$3K	Hold	300	–	–	﹤0.01%	278
2015 Q1	$3K	Hold	300	–	–	﹤0.01%	266
2014 Q4	$3K	Hold	300	–	–	﹤0.01%	263
2014 Q3	$3K	Buy	+300	New	+$2.9K	﹤0.01%	262

Other funds holding SBI

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WTC

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Riggs Asset Management's SBI Position: Q1 2017 in Review

Riggs Asset Management sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2017, closing a stake of 300 shares — an estimated $3K sold.

Riggs Asset Management first reported a position in SBI in Q3 2014 and held it in 10 quarters. The position peaked at $3K in Q4 2016. 42 funds tracked by Wall St. Rank hold SBI as of Q1 2017.

Riggs Asset Management reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2017 after selling out during the quarter.
Riggs Asset Management sold 300 Western Asset Intermediate Muni Fund shares in Q1 2017, an estimated $3K.
Riggs Asset Management first reported a position in Western Asset Intermediate Muni Fund in Q3 2014 and held it in 10 quarters.
Riggs Asset Management's Western Asset Intermediate Muni Fund position peaked at $3K in Q4 2016.
42 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2017.

Based on Riggs Asset Management's 13F filing for Q1 2017, filed 1 May 2017.