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

Brookstone Capital 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
2020 Q4	–	Sell	-4,239	Closed	-$211K	–	509
2020 Q3	$211K	Hold	4,239	–	–	0.01%	398
2020 Q2	$211K	Buy	4,239 +5	+0.1%	+$247	0.01%	331
2020 Q1	$207K	Hold	4,234	–	–	0.01%	294
2019 Q4	$208K	Hold	4,234	–	–	0.01%	384
2019 Q3	$207K	Buy	+4,234	New	+$208K	0.01%	419

Other funds holding SHM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Brookstone Capital Management's SHM Position: Q4 2020 in Review

Brookstone Capital Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2020, closing a stake of 4,239 shares — an estimated $211K sold.

Brookstone Capital Management first reported a position in SHM in Q3 2019 and held it in 5 quarters. The position peaked at $211K in Q3 2020. 417 funds tracked by Wall St. Rank hold SHM as of Q4 2020.

Brookstone Capital Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
Brookstone Capital Management sold 4,239 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2020, an estimated $211K.
Brookstone Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2019 and held it in 5 quarters.
Brookstone Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $211K in Q3 2020.
417 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2020.

Based on Brookstone Capital Management's 13F filing for Q4 2020, filed 13 Jan 2021.