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

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-6,704
Closed -$326K – 691
2015
Q4 		$326K Buy
+6,704
New +$327K 0.09% 180

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UBS Group
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Commonwealth Equity Services
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lazard Asset Management
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
KIM
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Crosspoint Capital Strategies's SHM Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2016, closing a stake of 6,704 shares — an estimated $326K sold.

Crosspoint Capital Strategies first reported a position in SHM in Q4 2015 and held it in 1 quarter. The position peaked at $326K in Q4 2015. 215 funds tracked by Wall St. Rank hold SHM as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 6,704 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2016, an estimated $326K.
  • Crosspoint Capital Strategies first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $326K in Q4 2015.
  • 215 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.