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

Evercore Wealth 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
2018 Q1	–	Sell	-156	Closed	-$7K	–	716
2017 Q4	$7K	Hold	156	–	–	﹤0.01%	838
2017 Q3	$8K	Hold	156	–	–	﹤0.01%	810
2017 Q2	$8K	Hold	156	–	–	﹤0.01%	851
2017 Q1	$8K	Hold	156	–	–	﹤0.01%	844
2016 Q4	$7K	Hold	156	–	–	﹤0.01%	860
2016 Q3	$8K	Hold	156	–	–	﹤0.01%	892
2016 Q2	$8K	Hold	156	–	–	﹤0.01%	873
2016 Q1	$8K	Hold	156	–	–	﹤0.01%	825
2015 Q4	$8K	Hold	156	–	–	﹤0.01%	880
2015 Q3	$8K	Hold	156	–	–	﹤0.01%	861
2015 Q2	$8K	Hold	156	–	–	﹤0.01%	949
2015 Q1	$8K	Buy	+156	New	+$7.6K	﹤0.01%	895
2014 Q4	–	Sell	-156	Closed	-$8K	–	965
2014 Q3	$8K	Hold	156	–	–	﹤0.01%	834
2014 Q2	$8K	Hold	156	–	–	﹤0.01%	864
2014 Q1	$8K	Hold	156	–	–	﹤0.01%	835
2013 Q4	$8K	Hold	156	–	–	﹤0.01%	772
2013 Q3	$8K	Buy	+156	New	+$7.51K	﹤0.01%	788

Other funds holding SHM

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bailard Foster City, California $4.35B AUM 23.57% 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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Evercore Wealth Management's SHM Position: Q1 2018 in Review

Evercore Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2018, closing a stake of 156 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in SHM in Q3 2013 and held it in 17 quarters. The position peaked at $8K in Q3 2017. 330 funds tracked by Wall St. Rank hold SHM as of Q1 2018.

Evercore Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 156 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2018, an estimated $7K.
Evercore Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2013 and held it in 17 quarters.
Evercore Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $8K in Q3 2017.
330 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.