Alliance Wealth Management Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Alliance Wealth Management Group’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 Q3	–	Sell	-15,731	Closed	-$755K	–	59
2018 Q2	$755K	Sell	15,731 -9,882	-39%	-$472K	0.44%	35
2018 Q1	$1.23M	Buy	+25,613	New	+$1.23M	0.57%	36
2016 Q1	–	Sell	-36,683	Closed	-$1.79M	–	39
2015 Q4	$1.79M	Buy	+36,683	New	+$1.79M	1.7%	12

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return

Alliance Wealth Management Group's SHM Position: Q3 2018 in Review

Alliance Wealth Management Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2018, closing a stake of 15,731 shares — an estimated $755K sold.

Alliance Wealth Management Group first reported a position in SHM in Q4 2015 and held it in 3 quarters. The position peaked at $1.79M in Q4 2015. 320 funds tracked by Wall St. Rank hold SHM as of Q3 2018.

Alliance Wealth Management Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2018 after selling out during the quarter.
Alliance Wealth Management Group sold 15,731 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2018, an estimated $755K.
Alliance Wealth Management Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2015 and held it in 3 quarters.
Alliance Wealth Management Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.79M in Q4 2015.
320 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2018.

Based on Alliance Wealth Management Group's 13F filing for Q3 2018, filed 14 Nov 2018.