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East Coast Asset Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

East Coast Asset Management’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
Q3 		– Sell
-4,850
Closed -$237K – 68
2019
Q2 		$237K Hold
4,850
– – 0.06% 67
2019
Q1 		$235K Hold
4,850
– – 0.06% 67
2018
Q4 		$233K Hold
4,850
– – 0.07% 65
2018
Q3 		$231K Hold
4,850
– – 0.06% 70
2018
Q2 		$233K Hold
4,850
– – 0.06% 71
2018
Q1 		$232K Sell
4,850
-1,169
-19% -$56.1K 0.07% 71
2017
Q4 		$288K Sell
6,019
-3,791
-39% -$183K 0.08% 78
2017
Q3 		$477K Sell
9,810
-609
-6% -$29.7K 0.13% 73
2017
Q2 		$505K Buy
10,419
+2
+0% +$97 0.14% 75
2017
Q1 		$505K Buy
10,417
+2
+0% +$97 0.14% 72
2016
Q4 		$499K Buy
10,415
+2
+0% +$97 0.15% 72
2016
Q3 		$509K Buy
10,413
+2
+0% +$98 0.26% 72
2016
Q2 		$511K Buy
10,411
+2
+0% +$98 0.28% 69
2016
Q1 		$508K Sell
10,409
-443
-4% -$21.7K 0.27% 73
2015
Q4 		$529K Sell
10,852
-820
-7% -$40K 0.29% 75
2015
Q3 		$569K Sell
11,672
-9,792
-46% -$476K 0.36% 70
2015
Q2 		$1.04M Buy
21,464
+1
+0% +$48 0.55% 55
2015
Q1 		$1.04M Sell
21,463
-2,048
-9% -$99.8K 0.55% 57
2014
Q4 		$1.14M Sell
23,511
-1,202
-5% -$58.6K 0.63% 54
2014
Q3 		$1.21M Sell
24,713
-12,144
-33% -$592K 0.69% 47
2014
Q2 		$1.79M Buy
36,857
+975
+3% +$47.4K 0.99% 40
2014
Q1 		$1.74M Sell
35,882
-5,257
-13% -$256K 1.01% 38
2013
Q4 		$2M Buy
41,139
+1,055
+3% +$51.2K 1.17% 36
2013
Q3 		$1.94M Sell
40,084
-5,533
-12% -$266K 1.27% 30
2013
Q2 		$2.18M Buy
+45,617
New +$2.21M 1.18% 23

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

East Coast Asset Management's SHM Position: Q3 2019 in Review

East Coast Asset Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2019, closing a stake of 4,850 shares — an estimated $237K sold.

East Coast Asset Management first reported a position in SHM in Q2 2013 and held it in 25 quarters. The position peaked at $2.18M in Q2 2013. 355 funds tracked by Wall St. Rank hold SHM as of Q3 2019.

  • East Coast Asset Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
  • East Coast Asset Management sold 4,850 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2019, an estimated $237K.
  • East Coast Asset Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 25 quarters.
  • East Coast Asset Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.18M in Q2 2013.
  • 355 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2019.

Based on East Coast Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.