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BB&T Investment Services’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

BB&T Investment Services’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
2017
Q4 		$58K Buy
1,219
+963
+376% +$46.5K 0.01% 537
2017
Q3 		$12K Hold
256
– – ﹤0.01% 810
2017
Q2 		$12K Buy
+256
New +$12.4K ﹤0.01% 751

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
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
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BB&T Investment Services's SHM Position: Q4 2017 in Review

BB&T Investment Services increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 376% in Q4 2017, buying an estimated $46.5K and bringing the position to 1,219 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #537.

BB&T Investment Services first reported a position in SHM in Q2 2017 and has held it in 3 quarters since. 321 funds tracked by Wall St. Rank hold SHM as of Q4 2017.

  • BB&T Investment Services held 1,219 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $58K as of Q4 2017.
  • BB&T Investment Services bought 963 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2017, an estimated $46.5K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #537 holding.
  • BB&T Investment Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2017 and has held it in 3 quarters since.
  • 321 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.