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

Fulcrum Capital’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
Q3 		– Sell
-5,000
Closed -$245K – 78
2019
Q2 		$245K Sell
5,000
-2,200
-31% -$107K 0.09% 55
2019
Q1 		$349K Buy
+7,200
New +$348K 0.13% 50

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Fulcrum Capital's SHM Position: Q3 2019 in Review

Fulcrum Capital sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2019, closing a stake of 5,000 shares — an estimated $245K sold.

Fulcrum Capital first reported a position in SHM in Q1 2019 and held it in 2 quarters. The position peaked at $349K in Q1 2019. 355 funds tracked by Wall St. Rank hold SHM as of Q3 2019.

  • Fulcrum Capital reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Fulcrum Capital sold 5,000 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2019, an estimated $245K.
  • Fulcrum Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and held it in 2 quarters.
  • Fulcrum Capital's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $349K in Q1 2019.
  • 355 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2019.

Based on Fulcrum Capital's 13F filing for Q3 2019, filed 31 Oct 2019.