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

Fiduciary Trust’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 		– Sell
-7,576
Closed -$371K – 523
2019
Q3 		$371K Buy
7,576
+1,050
+16% +$51.6K 0.01% 415
2019
Q2 		$319K Hold
6,526
– – 0.01% 422
2019
Q1 		$316K Hold
6,526
– – 0.01% 402
2018
Q4 		$314K Hold
6,526
– – 0.01% 376
2018
Q3 		$311K Hold
6,526
– – 0.01% 399
2018
Q2 		$313K Hold
6,526
– – 0.01% 392
2018
Q1 		$312K Hold
6,526
– – 0.01% 379
2017
Q4 		$313K Hold
6,526
– – 0.01% 371
2017
Q3 		$317K Hold
6,526
– – 0.01% 375
2017
Q2 		$317K Hold
6,526
– – 0.01% 377
2017
Q1 		$316K Buy
6,526
+810
+14% +$39.1K 0.01% 379
2016
Q4 		$274K Hold
5,716
– – 0.01% 393
2016
Q3 		$279K Hold
5,716
– – 0.01% 393
2016
Q2 		$281K Hold
5,716
– – 0.01% 384
2016
Q1 		$279K Hold
5,716
– – 0.01% 381
2015
Q4 		$278K Sell
5,716
-1,058
-16% -$51.5K 0.01% 340
2015
Q3 		$330K Hold
6,774
– – 0.01% 313
2015
Q2 		$329K Sell
6,774
-1
-0% -$48 0.01% 293
2015
Q1 		$330K Hold
6,775
– – 0.01% 290
2014
Q4 		$329K Hold
6,775
– – 0.01% 287
2014
Q3 		$331K Hold
6,775
– – 0.01% 275
2014
Q2 		$330K Hold
6,775
– – 0.01% 273
2014
Q1 		$329K Hold
6,775
– – 0.01% 263
2013
Q4 		$329K Hold
6,775
– – 0.01% 256
2013
Q3 		$328K Sell
6,775
-3,766
-36% -$181K 0.02% 246
2013
Q2 		$504K Buy
+10,541
New +$511K 0.02% 219

Other funds holding SHM

Bank of America
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $281M AUM 18.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Fiduciary Trust's SHM Position: Q4 2019 in Review

Fiduciary Trust sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2019, closing a stake of 7,576 shares — an estimated $371K sold.

Fiduciary Trust first reported a position in SHM in Q2 2013 and held it in 26 quarters. The position peaked at $504K in Q2 2013. 378 funds tracked by Wall St. Rank hold SHM as of Q4 2019.

  • Fiduciary Trust reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Fiduciary Trust sold 7,576 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2019, an estimated $371K.
  • Fiduciary Trust first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 26 quarters.
  • Fiduciary Trust's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $504K in Q2 2013.
  • 378 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2019.

Based on Fiduciary Trust's 13F filing for Q4 2019, filed 4 Feb 2020.