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HL Financial Services’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

HL Financial Services’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
Q1 		$352K Hold
7,271
– – 0.01% 573
2018
Q4 		$349K Buy
+7,271
New +$347K 0.01% 572
2016
Q4 		– Sell
-9,887
Closed -$483K – 692
2016
Q3 		$483K Sell
9,887
-529
-5% -$26K 0.01% 427
2016
Q2 		$511K Buy
10,416
+65
+0.6% +$3.18K 0.01% 422
2016
Q1 		$505K Sell
10,351
-311
-3% -$15.2K 0.01% 425
2015
Q4 		$519K Sell
10,662
-661
-6% -$32.2K 0.01% 433
2015
Q3 		$552K Sell
11,323
-4,655
-29% -$226K 0.02% 395
2015
Q2 		$776K Buy
15,978
+1,676
+12% +$81.2K 0.02% 364
2015
Q1 		$696K Sell
14,302
-1,251
-8% -$60.9K 0.02% 380
2014
Q4 		$756K Sell
15,553
-15
-0.1% -$731 0.02% 333
2014
Q3 		$760K Buy
15,568
+9
+0.1% +$439 0.02% 319
2014
Q2 		$757K Sell
15,559
-927
-6% -$45.1K 0.02% 326
2014
Q1 		$800K Sell
16,486
-6,547
-28% -$319K 0.02% 301
2013
Q4 		$1.12M Buy
23,033
+7,141
+45% +$347K 0.03% 239
2013
Q3 		$770K Sell
15,892
-1,949
-11% -$93.8K 0.03% 266
2013
Q2 		$853K Buy
+17,841
New +$866K 0.03% 239

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HL Financial Services's SHM Position: Q1 2019 in Review

HL Financial Services held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2019 at 7,271 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #573.

HL Financial Services first reported a position in SHM in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.12M in Q4 2013. 361 funds tracked by Wall St. Rank hold SHM as of Q1 2019.

  • HL Financial Services held 7,271 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $352K as of Q1 2019.
  • HL Financial Services left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q1 2019.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #573 holding.
  • HL Financial Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 16 quarters since.
  • HL Financial Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.12M in Q4 2013.
  • 361 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.