Financial Gravity Companies’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Financial Gravity Companies’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 Q4	$6K	Buy	+127	New	+$6.06K	0.01%	679
2018 Q1	$7K	Buy	141 +1	+0.7%	+$48	0.01%	648
2017 Q4	$7K	Buy	+140	New	+$6.76K	0.01%	645

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Premise Capital Naperville, Illinois $77.3M AUM 14.7% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Financial Gravity Companies's SHM Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2018: 127 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #679 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SHM as recently as Q1 2018.

Financial Gravity Companies first reported a position in SHM in Q4 2017 and has held it in 3 quarters since. The position peaked at $7K in Q1 2018. 343 funds tracked by Wall St. Rank hold SHM as of Q4 2018.

Financial Gravity Companies held 127 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $6K as of Q4 2018.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Financial Gravity Companies position in Q4 2018.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #679 holding.
Financial Gravity Companies first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and has held it in 3 quarters since.
Financial Gravity Companies's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $7K in Q1 2018.
343 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.