Chicago Partners Investment Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Chicago Partners Investment Group’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	–	Sell	-3,500	Closed	-$167K	–	808
2018 Q3	$167K	Buy	+3,500	New	+$168K	0.02%	328
2017 Q2	–	Sell	-661	Closed	-$32K	–	768
2017 Q1	$32K	Hold	661	–	–	0.01%	358
2016 Q4	$32K	Buy	+661	New	+$31.9K	0.01%	336

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Premise Capital Naperville, Illinois $77.3M AUM 14.7% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Chicago Partners Investment Group's SHM Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2018, closing a stake of 3,500 shares — an estimated $167K sold.

Chicago Partners Investment Group first reported a position in SHM in Q4 2016 and held it in 3 quarters. The position peaked at $167K in Q3 2018. 343 funds tracked by Wall St. Rank hold SHM as of Q4 2018.

Chicago Partners Investment Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 3,500 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2018, an estimated $167K.
Chicago Partners Investment Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and held it in 3 quarters.
Chicago Partners Investment Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $167K in Q3 2018.
343 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.