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

Fortis 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
2019
Q4 		– Sell
-310
Closed -$15K – 328
2019
Q3 		$15K Hold
310
– – 0.01% 257
2019
Q2 		$15K Hold
310
– – 0.01% 288
2019
Q1 		$15K Buy
+310
New +$15K 0.01% 274

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 $320M AUM 21.88% 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

Fortis Advisors's SHM Position: Q4 2019 in Review

Fortis Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2019, closing a stake of 310 shares — an estimated $15K sold.

Fortis Advisors first reported a position in SHM in Q1 2019 and held it in 3 quarters. The position peaked at $15K in Q3 2019. 378 funds tracked by Wall St. Rank hold SHM as of Q4 2019.

  • Fortis Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Fortis Advisors sold 310 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2019, an estimated $15K.
  • Fortis Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and held it in 3 quarters.
  • Fortis Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $15K in Q3 2019.
  • 378 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2019.

Based on Fortis Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.