UB
SBI

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 $1.39B AUM 8.35% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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.