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

CXI 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
2019 Q4	$26K	Buy	+527	New	+$25.8K	0.06%	41

Other funds holding SHM

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

RJA

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

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

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

CXI Advisors's SHM Position: Q4 2019 in Review

CXI Advisors opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2019: 527 shares worth $26K. The stake represents 0.06% of the portfolio and ranks #41 among its holdings.

378 funds tracked by Wall St. Rank hold SHM as of Q4 2019.

CXI Advisors held 527 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $26K as of Q4 2019.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new CXI Advisors position in Q4 2019.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.06% of CXI Advisors's portfolio in Q4 2019, its #41 holding.
378 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.