Community Financial Services Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Community Financial Services 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
2015 Q4	–	Sell	-989	Closed	-$48K	–	194
2015 Q3	$48K	Hold	989	–	–	0.02%	125
2015 Q2	$48K	Hold	989	–	–	0.02%	133
2015 Q1	$48K	Hold	989	–	–	0.02%	131
2014 Q4	$48K	Buy	+989	New	+$48.2K	0.02%	133

Other funds holding SHM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

Community Financial Services Group's SHM Position: Q4 2015 in Review

Community Financial Services Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2015, closing a stake of 989 shares — an estimated $48K sold.

Community Financial Services Group first reported a position in SHM in Q4 2014 and held it in 4 quarters. The position peaked at $48K in Q3 2015. 227 funds tracked by Wall St. Rank hold SHM as of Q4 2015.

Community Financial Services Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2015 after selling out during the quarter.
Community Financial Services Group sold 989 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2015, an estimated $48K.
Community Financial Services Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2014 and held it in 4 quarters.
Community Financial Services Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $48K in Q3 2015.
227 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2015.

Based on Community Financial Services Group's 13F filing for Q4 2015, filed 8 Feb 2016.