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Cedar Hill Associates’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Cedar Hill 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
2018
Q4 		$6.3M Sell
131,110
-68,346
-34% -$3.26M 2.41% 9
2018
Q3 		$9.51M Sell
199,456
-13,012
-6% -$624K 2.14% 13
2018
Q2 		$10.2M Sell
212,468
-68,360
-24% -$3.27M 2.12% 12
2018
Q1 		$13.4M Sell
280,828
-13,847
-5% -$664K 2.67% 5
2017
Q4 		$14.1M Sell
294,675
-26,930
-8% -$1.3M 2.46% 8
2017
Q3 		$15.6M Sell
321,605
-19,153
-6% -$934K 2.7% 3
2017
Q2 		$16.5M Buy
340,758
+19,505
+6% +$948K 3.44% 2
2017
Q1 		$15.6M Sell
321,253
-62,357
-16% -$3.01M 3.24% 1
2016
Q4 		$18.4M Buy
383,610
+9,098
+2% +$439K 3.09% 5
2016
Q3 		$18.3M Buy
374,512
+14,650
+4% +$719K 2.99% 5
2016
Q2 		$17.7M Sell
359,862
-14,767
-4% -$722K 3.03% 6
2016
Q1 		$18.3M Buy
374,629
+8,047
+2% +$394K 3.18% 3
2015
Q4 		$17.9M Sell
366,582
-21,070
-5% -$1.03M 3.14% 5
2015
Q3 		$18.9M Buy
+387,652
New +$18.8M 3.35% 4
2015
Q2 		– Sell
-270,819
Closed -$13.2M – 84
2015
Q1 		$13.2M Buy
270,819
+31,055
+13% +$1.51M 2.09% 14
2014
Q4 		$11.6M Sell
239,764
-27,010
-10% -$1.32M 1.84% 19
2014
Q3 		$13M Sell
266,774
-11,555
-4% -$563K 2.11% 11
2014
Q2 		$13.5M Sell
278,329
-128
-0% -$6.22K 2.14% 11
2014
Q1 		$13.5M Buy
278,457
+39,050
+16% +$1.9M 2.27% 11
2013
Q4 		$11.6M Buy
239,407
+42,125
+21% +$2.04M 2.07% 15
2013
Q3 		$9.56M Sell
197,282
-11,810
-6% -$568K 1.82% 15
2013
Q2 		$9.99M Buy
+209,092
New +$10.1M 1.96% 13

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PC
Premise Capital Naperville, Illinois $77.3M AUM 14.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cedar Hill Associates's SHM Position: Q4 2018 in Review

Cedar Hill Associates reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 34% in Q4 2018, selling an estimated $3.26M and leaving 131,110 shares worth $6.3M. The position accounts for 2.41% of the portfolio, ranked #9.

Cedar Hill Associates first reported a position in SHM in Q2 2013 and has held it in 22 quarters since. The position peaked at $18.9M in Q3 2015. 343 funds tracked by Wall St. Rank hold SHM as of Q4 2018.

  • Cedar Hill Associates held 131,110 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $6.3M as of Q4 2018.
  • Cedar Hill Associates sold 68,346 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2018, an estimated $3.26M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 2.41% of Cedar Hill Associates's portfolio in Q4 2018, its #9 holding.
  • Cedar Hill Associates first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 22 quarters since.
  • Cedar Hill Associates's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $18.9M in Q3 2015.
  • 343 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2018.

Based on Cedar Hill Associates's 13F filing for Q4 2018, filed 13 Feb 2019.