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

Heritage Trust’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
2017
Q2 		– Sell
-458
Closed -$22K – 348
2017
Q1 		$22K Buy
+458
New +$22.1K 0.01% 227

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Trust's SHM Position: Q2 2017 in Review

Heritage Trust sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2017, closing a stake of 458 shares — an estimated $22K sold.

Heritage Trust first reported a position in SHM in Q1 2017 and held it in 1 quarter. The position peaked at $22K in Q1 2017. 269 funds tracked by Wall St. Rank hold SHM as of Q2 2017.

  • Heritage Trust reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Heritage Trust sold 458 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2017, an estimated $22K.
  • Heritage Trust first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2017 and held it in 1 quarter.
  • Heritage Trust's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $22K in Q1 2017.
  • 269 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2017.

Based on Heritage Trust's 13F filing for Q2 2017, filed 9 Aug 2017.