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C.M. Bidwell & Associates’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

C.M. Bidwell & Associates’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
2019
Q3 		– Sell
-180
Closed -$9K – 476
2019
Q2 		$9K Buy
180
+15
+9% +$729 0.01% 314
2019
Q1 		$8K Buy
+165
New +$7.97K 0.01% 313

Other funds holding SHM

Bank of America
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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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

C.M. Bidwell & Associates's SHM Position: Q3 2019 in Review

C.M. Bidwell & Associates sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2019, closing a stake of 180 shares — an estimated $9K sold.

C.M. Bidwell & Associates first reported a position in SHM in Q1 2019 and held it in 2 quarters. The position peaked at $9K in Q2 2019. 355 funds tracked by Wall St. Rank hold SHM as of Q3 2019.

  • C.M. Bidwell & Associates reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 180 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2019, an estimated $9K.
  • C.M. Bidwell & Associates first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and held it in 2 quarters.
  • C.M. Bidwell & Associates's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $9K in Q2 2019.
  • 355 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2019.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2019, filed 13 Nov 2019.