Clarfeld Financial Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Clarfeld Financial Advisors’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	$155K	Buy	+3,225	New	+$154K	0.13%	53

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Clarfeld Financial Advisors's SHM Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2018: 3,225 shares worth $155K. The stake represents 0.13% of the portfolio and ranks #53 among its holdings.

343 funds tracked by Wall St. Rank hold SHM as of Q4 2018.

Clarfeld Financial Advisors held 3,225 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $155K as of Q4 2018.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Clarfeld Financial Advisors position in Q4 2018.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.13% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #53 holding.
343 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.