WP
SBI

Woodline Partners’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Woodline Partners’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
2023
Q2 		– Sell
-88,825
Closed -$702K – 737
2023
Q1 		$702K Buy
+88,825
New +$698K 0.01% 501

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Woodline Partners's SBI Position: Q2 2023 in Review

Woodline Partners sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2023, closing a stake of 88,825 shares — an estimated $702K sold.

Woodline Partners first reported a position in SBI in Q1 2023 and held it in 1 quarter. The position peaked at $702K in Q1 2023. 60 funds tracked by Wall St. Rank hold SBI as of Q2 2023.

  • Woodline Partners reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2023 after selling out during the quarter.
  • Woodline Partners sold 88,825 Western Asset Intermediate Muni Fund shares in Q2 2023, an estimated $702K.
  • Woodline Partners first reported a position in Western Asset Intermediate Muni Fund in Q1 2023 and held it in 1 quarter.
  • Woodline Partners's Western Asset Intermediate Muni Fund position peaked at $702K in Q1 2023.
  • 60 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2023.

Based on Woodline Partners's 13F filing for Q2 2023, filed 14 Aug 2023.