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Access Financial Services’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Access Financial Services’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-5,040
Closed -$244K – 69
2017
Q1 		$244K Sell
5,040
-1,310
-21% -$63.2K 0.21% 63
2016
Q4 		$304K Buy
+6,350
New +$307K 0.28% 56

Other funds holding SHM

Bank of America
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Access Financial Services's SHM Position: Q2 2017 in Review

Access Financial Services sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2017, closing a stake of 5,040 shares — an estimated $244K sold.

Access Financial Services first reported a position in SHM in Q4 2016 and held it in 2 quarters. The position peaked at $304K in Q4 2016. 269 funds tracked by Wall St. Rank hold SHM as of Q2 2017.

  • Access Financial Services reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Access Financial Services sold 5,040 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2017, an estimated $244K.
  • Access Financial Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and held it in 2 quarters.
  • Access Financial Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $304K in Q4 2016.
  • 269 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2017.

Based on Access Financial Services's 13F filing for Q2 2017, filed 17 Jul 2017.