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Genovese Burford & Brothers Wealth & Retirement Plan Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2016
Q2 		– Sell
-525
Closed -$25K – 443
2016
Q1 		$25K Hold
525
– – 0.01% 190
2015
Q4 		$26K Buy
+525
New +$25.6K 0.01% 177

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Genovese Burford & Brothers Wealth & Retirement Plan Management's SHM Position: Q2 2016 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2016, closing a stake of 525 shares — an estimated $25K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SHM in Q4 2015 and held it in 2 quarters. The position peaked at $26K in Q4 2015. 220 funds tracked by Wall St. Rank hold SHM as of Q2 2016.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 525 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2016, an estimated $25K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2015 and held it in 2 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $26K in Q4 2015.
  • 220 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2016.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q2 2016, filed 8 Aug 2016.