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Cambridge Trust’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Cambridge 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
2018
Q1 		– Sell
-12,538
Closed -$601K – 259
2017
Q4 		$601K Buy
+12,538
New +$605K 0.04% 169

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Cambridge Trust's SHM Position: Q1 2018 in Review

Cambridge Trust sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2018, closing a stake of 12,538 shares — an estimated $601K sold.

Cambridge Trust first reported a position in SHM in Q4 2017 and held it in 1 quarter. The position peaked at $601K in Q4 2017. 330 funds tracked by Wall St. Rank hold SHM as of Q1 2018.

  • Cambridge Trust reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Cambridge Trust sold 12,538 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2018, an estimated $601K.
  • Cambridge Trust first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and held it in 1 quarter.
  • Cambridge Trust's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $601K in Q4 2017.
  • 330 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2018.

Based on Cambridge Trust's 13F filing for Q1 2018, filed 27 Apr 2018.