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

Avestar Capital’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
2019 Q3	–	Sell	-2,470	Closed	-$119K	–	717
2019 Q2	$119K	Sell	2,470 -2,021	-45%	-$98.2K	0.08%	167
2019 Q1	$216K	Hold	4,491	–	–	0.14%	96
2018 Q4	$215K	Sell	4,491 -979	-18%	-$46.7K	0.15%	94
2018 Q3	$259K	Sell	5,470 -8,082	-60%	-$387K	0.15%	87
2018 Q2	$647K	Buy	13,552 +8,281	+157%	+$396K	0.41%	44
2018 Q1	$1.11M	Sell	5,271 -18,599	-78%	-$892K	0.72%	22
2017 Q4	$1.14M	Buy	+23,870	New	+$1.15M	0.85%	15

Other funds holding SHM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

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

Avestar Capital's SHM Position: Q3 2019 in Review

Avestar Capital sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2019, closing a stake of 2,470 shares — an estimated $119K sold.

Avestar Capital first reported a position in SHM in Q4 2017 and held it in 7 quarters. The position peaked at $1.14M in Q4 2017. 355 funds tracked by Wall St. Rank hold SHM as of Q3 2019.

Avestar Capital reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 2,470 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2019, an estimated $119K.
Avestar Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and held it in 7 quarters.
Avestar Capital's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.14M in Q4 2017.
355 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.