Advisor Consultant Network’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Advisor Consultant Network’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
2016 Q3	$2.04M	Buy	+41,720	New	+$2.05M	0.29%	83

Other funds holding SHM

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

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

Advisor Consultant Network's SHM Position: Q3 2016 in Review

Advisor Consultant Network opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2016: 41,720 shares worth $2.04M. The stake represents 0.29% of the portfolio and ranks #83 among its holdings.

227 funds tracked by Wall St. Rank hold SHM as of Q3 2016.

Advisor Consultant Network held 41,720 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.04M as of Q3 2016.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Advisor Consultant Network position in Q3 2016.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.29% of Advisor Consultant Network's portfolio in Q3 2016, its #83 holding.
227 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2016.

Based on Advisor Consultant Network's 13F filing for Q3 2016, filed 14 Oct 2016.