Archford Capital Strategies’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Archford Capital Strategies’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	-126	Closed	-$6K	–	657
2018 Q2	$6K	Sell	126 -690	-85%	-$33K	﹤0.01%	452
2018 Q1	$39K	Buy	+816	New	+$39.1K	0.02%	223
2017 Q2	–	Sell	-816	Closed	-$40K	–	547
2017 Q1	$40K	Hold	816	–	–	0.02%	299
2016 Q4	$39K	Sell	816 -3,393	-81%	-$164K	0.02%	271
2016 Q3	$205K	Hold	4,209	–	–	0.08%	176
2016 Q2	$207K	Hold	4,209	–	–	0.11%	150
2016 Q1	$205K	Sell	4,209 -1	-0%	-$49	0.1%	163
2015 Q4	$206K	Hold	4,210	–	–	0.09%	166
2015 Q3	$205K	Sell	4,210 -105	-2%	-$5.11K	0.15%	112
2015 Q2	$210K	Sell	4,315 -5,932	-58%	-$287K	0.15%	111
2015 Q1	$498K	Buy	10,247 +5,331	+108%	+$260K	0.34%	81
2014 Q4	$239K	Hold	4,916	–	–	0.18%	116
2014 Q3	$240K	Hold	4,916	–	–	0.19%	119
2014 Q2	$239K	Sell	4,916 -269	-5%	-$13.1K	0.19%	115
2014 Q1	$252K	Buy	+5,185	New	+$252K	0.21%	112

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 $79.5B AUM 27.1% 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

Archford Capital Strategies's SHM Position: Q3 2018 in Review

Archford Capital Strategies sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2018, closing a stake of 126 shares — an estimated $6K sold.

Archford Capital Strategies first reported a position in SHM in Q1 2014 and held it in 15 quarters. The position peaked at $498K in Q1 2015. 320 funds tracked by Wall St. Rank hold SHM as of Q3 2018.

Archford Capital Strategies reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 126 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2018, an estimated $6K.
Archford Capital Strategies first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2014 and held it in 15 quarters.
Archford Capital Strategies's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $498K in Q1 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 Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.