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

Capital One Investing’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	$2.67M	Sell	54,615 -1,363	-2%	-$66.9K	0.62%	38
2019 Q2	$2.74M	Buy	55,978 +20,738	+59%	+$1.01M	0.67%	37
2019 Q1	$1.71M	Buy	+35,240	New	+$1.7M	0.46%	46

Other funds holding SHM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

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 New York $303B AUM 53.02% 1-Year Est. Return

Capital One Investing's SHM Position: Q3 2019 in Review

Capital One Investing reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 2.4% in Q3 2019, selling an estimated $66.9K and leaving 54,615 shares worth $2.67M. The position accounts for 0.62% of the portfolio, ranked #38.

Capital One Investing first reported a position in SHM in Q1 2019 and has held it in 3 quarters since. The position peaked at $2.74M in Q2 2019. 355 funds tracked by Wall St. Rank hold SHM as of Q3 2019.

Capital One Investing held 54,615 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.67M as of Q3 2019.
Capital One Investing sold 1,363 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2019, an estimated $66.9K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.62% of Capital One Investing's portfolio in Q3 2019, its #38 holding.
Capital One Investing first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and has held it in 3 quarters since.
Capital One Investing's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.74M 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 Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.