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

Bray Capital Advisors’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
Q4 		– Sell
-1,175
Closed -$57K – 268
2015
Q3 		$57K Hold
1,175
– – 0.04% 205
2015
Q2 		$57K Buy
+1,175
New +$56.9K 0.03% 212

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

Bray Capital Advisors's SHM Position: Q4 2015 in Review

Bray Capital Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2015, closing a stake of 1,175 shares — an estimated $57K sold.

Bray Capital Advisors first reported a position in SHM in Q2 2015 and held it in 2 quarters. The position peaked at $57K in Q3 2015. 227 funds tracked by Wall St. Rank hold SHM as of Q4 2015.

  • Bray Capital Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Bray Capital Advisors sold 1,175 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2015, an estimated $57K.
  • Bray Capital Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2015 and held it in 2 quarters.
  • Bray Capital Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $57K in Q3 2015.
  • 227 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2015.

Based on Bray Capital Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.