EisnerAmper Wealth Management Corporate Benefits’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2017 Q1	–	Sell	-10,167	Closed	-$487K	–	31
2016 Q4	$487K	Hold	10,167	–	–	0.42%	24
2016 Q3	$496K	Hold	10,167	–	–	0.43%	23
2016 Q2	$499K	Buy	+10,167	New	+$497K	0.46%	22
2016 Q1	–	Sell	-10,168	Closed	-$495K	–	27
2015 Q4	$495K	Hold	10,168	–	–	0.49%	23
2015 Q3	$495K	Buy	+10,168	New	+$494K	0.35%	69
2015 Q2	–	Sell	-10,168	Closed	-$495K	–	100
2015 Q1	$495K	Hold	10,168	–	–	0.37%	59
2014 Q4	$493K	Buy	+10,168	New	+$495K	0.39%	56

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

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

RJA

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

EisnerAmper Wealth Management Corporate Benefits's SHM Position: Q1 2017 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2017, closing a stake of 10,167 shares — an estimated $487K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in SHM in Q4 2014 and held it in 7 quarters. The position peaked at $499K in Q2 2016. 266 funds tracked by Wall St. Rank hold SHM as of Q1 2017.

EisnerAmper Wealth Management Corporate Benefits reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2017 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 10,167 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2017, an estimated $487K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2014 and held it in 7 quarters.
EisnerAmper Wealth Management Corporate Benefits's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $499K in Q2 2016.
266 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2017.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q1 2017, filed 3 Apr 2017.