Boston Private Bank & Trust’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$1.74M	Sell	35,816 -2,974	-8%	-$145K	0.08%	196
2014 Q4	$1.89M	Sell	38,790 -550	-1%	-$26.8K	0.09%	189
2014 Q3	$1.92M	Buy	39,340 +4,985	+15%	+$243K	0.09%	184
2014 Q2	$1.67M	Sell	34,355 -821	-2%	-$39.9K	0.08%	197
2014 Q1	$1.71M	Sell	35,176 -16,900	-32%	-$823K	0.09%	186
2013 Q4	$2.53M	Sell	52,076 -10,194	-16%	-$495K	0.13%	165
2013 Q3	$3.02M	Sell	62,270 -4,800	-7%	-$231K	0.17%	150
2013 Q2	$3.21M	Buy	+67,070	New	+$3.25M	0.19%	144

Other funds holding SHM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Boston Private Bank & Trust's SHM Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 7.7% in Q1 2015, selling an estimated $145K and leaving 35,816 shares worth $1.74M. The position accounts for 0.08% of the portfolio, ranked #196.

Boston Private Bank & Trust first reported a position in SHM in Q2 2013 and has held it in 8 quarters since. The position peaked at $3.21M in Q2 2013. 204 funds tracked by Wall St. Rank hold SHM as of Q1 2015.

Boston Private Bank & Trust held 35,816 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.74M as of Q1 2015.
Boston Private Bank & Trust sold 2,974 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2015, an estimated $145K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.08% of Boston Private Bank & Trust's portfolio in Q1 2015, its #196 holding.
Boston Private Bank & Trust first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.21M in Q2 2013.
204 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.