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

BigSur 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
2018
Q2 		– Sell
-19,000
Closed -$909K – 111
2018
Q1 		$909K Buy
19,000
+4,000
+27% +$192K 0.65% 30
2017
Q4 		$719K Hold
15,000
– – 0.71% 30
2017
Q3 		$729K Buy
+15,000
New +$731K 0.73% 33

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BigSur Wealth Management's SHM Position: Q2 2018 in Review

BigSur Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2018, closing a stake of 19,000 shares — an estimated $909K sold.

BigSur Wealth Management first reported a position in SHM in Q3 2017 and held it in 3 quarters. The position peaked at $909K in Q1 2018. 322 funds tracked by Wall St. Rank hold SHM as of Q2 2018.

  • BigSur Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2018 after selling out during the quarter.
  • BigSur Wealth Management sold 19,000 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2018, an estimated $909K.
  • BigSur Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2017 and held it in 3 quarters.
  • BigSur Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $909K in Q1 2018.
  • 322 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2018.

Based on BigSur Wealth Management's 13F filing for Q2 2018, filed 1 Aug 2018.