UMB Bank
SBI icon

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

UMB 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
2022
Q4 		– Sell
-793
Closed -$6K – 1817
2022
Q3 		$6K Hold
793
– – ﹤0.01% 1436
2022
Q2 		$6K Hold
793
– – ﹤0.01% 1544
2022
Q1 		$7K Buy
793
+547
+222% +$4.95K ﹤0.01% 1594
2021
Q4 		$2K Buy
+246
New +$2.38K ﹤0.01% 1840

Other funds holding SBI

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WhitTier Trust Company
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
Whittier Trust
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

UMB Bank's SBI Position: Q4 2022 in Review

UMB Bank sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2022, closing a stake of 793 shares — an estimated $6K sold.

UMB Bank first reported a position in SBI in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 59 funds tracked by Wall St. Rank hold SBI as of Q4 2022.

  • UMB Bank reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2022 after selling out during the quarter.
  • UMB Bank sold 793 Western Asset Intermediate Muni Fund shares in Q4 2022, an estimated $6K.
  • UMB Bank first reported a position in Western Asset Intermediate Muni Fund in Q4 2021 and held it in 4 quarters.
  • UMB Bank's Western Asset Intermediate Muni Fund position peaked at $7K in Q1 2022.
  • 59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2022.

Based on UMB Bank's 13F filing for Q4 2022, filed 10 Jan 2023.