Stifel Financial
SBI

Stifel Financial’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Stifel Financial’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
2024
Q3 		– Sell
-23,017
Closed -$181K – 3453
2024
Q2 		$181K Sell
23,017
-809
-3% -$6.29K ﹤0.01% 3131
2024
Q1 		$189K Buy
23,826
+59
+0.2% +$463 ﹤0.01% 3105
2023
Q4 		$183K Buy
23,767
+102
+0.4% +$753 ﹤0.01% 3076
2023
Q3 		$169K Sell
23,665
-994
-4% -$7.47K ﹤0.01% 3029
2023
Q2 		$188K Buy
24,659
+8,889
+56% +$68.5K ﹤0.01% 3068
2023
Q1 		$125K Buy
15,770
+43
+0.3% +$338 ﹤0.01% 3142
2022
Q4 		$119K Buy
15,727
+90
+0.6% +$672 ﹤0.01% 3107
2022
Q3 		$115K Sell
15,637
-10,362
-40% -$83K ﹤0.01% 3088
2022
Q2 		$210K Buy
25,999
+60
+0.2% +$485 ﹤0.01% 2970
2022
Q1 		$223K Buy
25,939
+36
+0.1% +$326 ﹤0.01% 3058
2021
Q4 		$250K Buy
25,903
+67
+0.3% +$649 ﹤0.01% 3019
2021
Q3 		$252K Buy
25,836
+49
+0.2% +$479 ﹤0.01% 3011
2021
Q2 		$252K Sell
25,787
-4,891
-16% -$46.7K ﹤0.01% 3011
2021
Q1 		$285K Sell
30,678
-3,444
-10% -$31.8K ﹤0.01% 2831
2020
Q4 		$314K Sell
34,122
-5,403
-14% -$48.8K ﹤0.01% 2572
2020
Q3 		$358K Buy
39,525
+2,045
+5% +$18.3K ﹤0.01% 2288
2020
Q2 		$321K Buy
37,480
+3,081
+9% +$25.9K ﹤0.01% 2312
2020
Q1 		$290K Buy
34,399
+1,548
+5% +$14.1K ﹤0.01% 2208
2019
Q4 		$299K Buy
32,851
+3,245
+11% +$29.8K ﹤0.01% 2535
2019
Q3 		$270K Buy
29,606
+11,240
+61% +$103K ﹤0.01% 2502
2019
Q2 		$164K Buy
18,366
+2,013
+12% +$17.8K ﹤0.01% 2758
2019
Q1 		$145K Buy
16,353
+1,007
+7% +$8.72K ﹤0.01% 2649
2018
Q4 		$128K Buy
15,346
+1,422
+10% +$11.8K ﹤0.01% 2531
2018
Q3 		$117K Hold
13,924
– – ﹤0.01% 2661
2018
Q2 		$121K Buy
+13,924
New +$121K ﹤0.01% 2615

Other funds holding SBI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Stifel Financial's SBI Position: Q3 2024 in Review

Stifel Financial sold out of Western Asset Intermediate Muni Fund (SBI) in Q3 2024, closing a stake of 23,017 shares — an estimated $181K sold.

Stifel Financial first reported a position in SBI in Q2 2018 and held it in 25 quarters. The position peaked at $358K in Q3 2020. 58 funds tracked by Wall St. Rank hold SBI as of Q3 2024.

  • Stifel Financial reported no remaining Western Asset Intermediate Muni Fund position as of Q3 2024 after selling out during the quarter.
  • Stifel Financial sold 23,017 Western Asset Intermediate Muni Fund shares in Q3 2024, an estimated $181K.
  • Stifel Financial first reported a position in Western Asset Intermediate Muni Fund in Q2 2018 and held it in 25 quarters.
  • Stifel Financial's Western Asset Intermediate Muni Fund position peaked at $358K in Q3 2020.
  • 58 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q3 2024.

Based on Stifel Financial's 13F filing for Q3 2024, filed 14 Nov 2024.