Accuvest Global Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Accuvest Global Advisors’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
2018 Q4	–	Sell	-4,437	Closed	-$212K	–	143
2018 Q3	$212K	Hold	4,437	–	–	0.08%	118
2018 Q2	$213K	Buy	4,437 +2,823	+175%	+$135K	0.08%	120
2018 Q1	$77K	Hold	1,614	–	–	0.06%	58
2017 Q4	$77K	Buy	+1,614	New	+$77.9K	0.06%	55
2017 Q3	–	Sell	-11,846	Closed	-$575K	–	100
2017 Q2	$575K	Buy	+11,846	New	+$576K	0.19%	51
2017 Q1	–	Sell	-15,195	Closed	-$728K	–	104
2016 Q4	$728K	Sell	15,195 -110,545	-88%	-$5.34M	0.66%	24
2016 Q3	$6.14M	Buy	125,740 +99,855	+386%	+$4.9M	1.71%	14
2016 Q2	$1.27M	Buy	25,885 +1,435	+6%	+$70.2K	0.78%	25
2016 Q1	$1.19M	Sell	24,450 -3,200	-12%	-$157K	0.58%	23
2015 Q4	$1.35M	Hold	27,650	–	–	0.58%	25
2015 Q3	$1.35M	Hold	27,650	–	–	0.62%	23
2015 Q2	$1.34M	Hold	27,650	–	–	0.5%	32
2015 Q1	$1.34M	Buy	27,650 +13,550	+96%	+$660K	0.52%	30
2014 Q4	$685K	Buy	+14,100	New	+$687K	0.15%	71

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Premise Capital Naperville, Illinois $77.3M AUM 14.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Accuvest Global Advisors's SHM Position: Q4 2018 in Review

Accuvest Global Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2018, closing a stake of 4,437 shares — an estimated $212K sold.

Accuvest Global Advisors first reported a position in SHM in Q4 2014 and held it in 14 quarters. The position peaked at $6.14M in Q3 2016. 343 funds tracked by Wall St. Rank hold SHM as of Q4 2018.

Accuvest Global Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2018 after selling out during the quarter.
Accuvest Global Advisors sold 4,437 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2018, an estimated $212K.
Accuvest Global Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2014 and held it in 14 quarters.
Accuvest Global Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.14M in Q3 2016.
343 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2018.

Based on Accuvest Global Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.