BHWM
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Bay Harbor Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Bay Harbor Wealth Management’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
Q4 		– Sell
-1,193
Closed -$58K – 375
2019
Q3 		$58K Buy
+1,193
New +$58.6K 0.03% 139

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Envestnet Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bay Harbor Wealth Management's SHM Position: Q4 2019 in Review

Bay Harbor Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2019, closing a stake of 1,193 shares — an estimated $58K sold.

Bay Harbor Wealth Management first reported a position in SHM in Q3 2019 and held it in 1 quarter. The position peaked at $58K in Q3 2019. 378 funds tracked by Wall St. Rank hold SHM as of Q4 2019.

  • Bay Harbor Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 1,193 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2019, an estimated $58K.
  • Bay Harbor Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2019 and held it in 1 quarter.
  • Bay Harbor Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $58K in Q3 2019.
  • 378 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2019.

Based on Bay Harbor Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.