Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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HSA
HBK Sorce Advisory’s
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
Stock Holding History
HBK Sorce Advisory’s Portfolio
SHM Stock Details
SHM Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2018
Q1
–
Sell
-41,285
Closed
-$1.98M
–
398
2017
Q4
$1.98M
Buy
+41,285
New
+$1.98M
0.23%
76
2017
Q1
–
Sell
-6,772
Closed
-$325K
–
264
2016
Q4
$325K
Buy
+6,772
New
+$325K
0.06%
216
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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