SSB
SBI

Sandy Spring Bank’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Sandy Spring Bank’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
2016
Q4 		– Sell
-3,801
Closed -$40K – 875
2016
Q3 		$40K Hold
3,801
– – ﹤0.01% 467
2016
Q2 		$40K Hold
3,801
– – ﹤0.01% 473
2016
Q1 		$39K Buy
+3,801
New +$39.6K ﹤0.01% 479

Other funds holding SBI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WT
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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sandy Spring Bank's SBI Position: Q4 2016 in Review

Sandy Spring Bank sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2016, closing a stake of 3,801 shares — an estimated $40K sold.

Sandy Spring Bank first reported a position in SBI in Q1 2016 and held it in 3 quarters. The position peaked at $40K in Q3 2016. 47 funds tracked by Wall St. Rank hold SBI as of Q4 2016.

  • Sandy Spring Bank reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2016 after selling out during the quarter.
  • Sandy Spring Bank sold 3,801 Western Asset Intermediate Muni Fund shares in Q4 2016, an estimated $40K.
  • Sandy Spring Bank first reported a position in Western Asset Intermediate Muni Fund in Q1 2016 and held it in 3 quarters.
  • Sandy Spring Bank's Western Asset Intermediate Muni Fund position peaked at $40K in Q3 2016.
  • 47 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2016.

Based on Sandy Spring Bank's 13F filing for Q4 2016, filed 6 Feb 2017.