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

Evolution Wealth 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
2020
Q1 		– Sell
-5,372
Closed -$264K – 595
2019
Q4 		$264K Buy
+5,372
New +$263K 0.07% 65

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Envestnet Asset Management
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Mercer Global Advisors
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Wells Fargo
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return
PNC Financial Services Group
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Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Evolution Wealth Advisors's SHM Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2020, closing a stake of 5,372 shares — an estimated $264K sold.

Evolution Wealth Advisors first reported a position in SHM in Q4 2019 and held it in 1 quarter. The position peaked at $264K in Q4 2019. 392 funds tracked by Wall St. Rank hold SHM as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 5,372 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2020, an estimated $264K.
  • Evolution Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $264K in Q4 2019.
  • 392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.