WFA
SBI

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

Wellspring Financial Advisors’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
-10,400
Closed -$76K – 135
2022
Q3 		$76K Hold
10,400
– – 0.03% 100
2022
Q2 		$84K Hold
10,400
– – 0.03% 100
2022
Q1 		$89K Hold
10,400
– – 0.03% 132
2021
Q4 		$100K Hold
10,400
– – 0.03% 108
2021
Q3 		$101K Hold
10,400
– – 0.03% 104
2021
Q2 		$102K Buy
+10,400
New +$99.4K 0.03% 100
2021
Q1 		– Sell
-10,400
Closed -$96K – 107
2020
Q4 		$96K Hold
10,400
– – 0.03% 92
2020
Q3 		$94K Buy
+10,400
New +$93.1K 0.04% 89

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

Wellspring Financial Advisors's SBI Position: Q4 2022 in Review

Wellspring Financial Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2022, closing a stake of 10,400 shares — an estimated $76K sold.

Wellspring Financial Advisors first reported a position in SBI in Q3 2020 and held it in 8 quarters. The position peaked at $102K in Q2 2021. 59 funds tracked by Wall St. Rank hold SBI as of Q4 2022.

  • Wellspring Financial Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2022 after selling out during the quarter.
  • Wellspring Financial Advisors sold 10,400 Western Asset Intermediate Muni Fund shares in Q4 2022, an estimated $76K.
  • Wellspring Financial Advisors first reported a position in Western Asset Intermediate Muni Fund in Q3 2020 and held it in 8 quarters.
  • Wellspring Financial Advisors's Western Asset Intermediate Muni Fund position peaked at $102K in Q2 2021.
  • 59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2022.

Based on Wellspring Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.