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

IFC Holdings’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
Q4 		– Sell
-4,401
Closed -$212K – 532
2017
Q3 		$212K Buy
4,401
+88
+2% +$4.29K 0.01% 471
2017
Q2 		$208K Sell
4,313
-832
-16% -$40.5K 0.02% 458
2017
Q1 		$248K Buy
5,145
+10
+0.2% +$483 0.02% 389
2016
Q4 		$245K Sell
5,135
-36
-0.7% -$1.74K 0.02% 349
2016
Q3 		$252K Buy
+5,171
New +$254K 0.03% 326
2016
Q2 		– Sell
-64,263
Closed -$3.13M – 407
2016
Q1 		$3.13M Buy
64,263
+1,497
+2% +$73.2K 0.39% 49
2015
Q4 		$3.06M Buy
62,766
+8,148
+15% +$397K 0.41% 53
2015
Q3 		$2.66M Buy
54,618
+2,795
+5% +$136K 0.41% 48
2015
Q2 		$2.51M Sell
51,823
-4,335
-8% -$210K 0.36% 60
2015
Q1 		$2.72M Buy
56,158
+10,442
+23% +$509K 0.42% 55
2014
Q4 		$2.22M Sell
45,716
-17,643
-28% -$860K 0.37% 68
2014
Q3 		$3.09M Buy
63,359
+45,224
+249% +$2.2M 0.56% 42
2014
Q2 		$881K Buy
18,135
+436
+2% +$21.2K 0.16% 125
2014
Q1 		$856K Sell
17,699
-9,519
-35% -$463K 0.18% 119
2013
Q4 		$1.32M Sell
27,218
-384
-1% -$18.6K 0.28% 86
2013
Q3 		$1.34M Sell
27,602
-392
-1% -$18.9K 0.29% 90
2013
Q2 		$1.34M Buy
+27,994
New +$1.36M 0.32% 77

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFC Holdings's SHM Position: Q4 2017 in Review

IFC Holdings sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2017, closing a stake of 4,401 shares — an estimated $212K sold.

IFC Holdings first reported a position in SHM in Q2 2013 and held it in 17 quarters. The position peaked at $3.13M in Q1 2016. 321 funds tracked by Wall St. Rank hold SHM as of Q4 2017.

  • IFC Holdings reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2017 after selling out during the quarter.
  • IFC Holdings sold 4,401 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2017, an estimated $212K.
  • IFC Holdings first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 17 quarters.
  • IFC Holdings's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.13M in Q1 2016.
  • 321 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2017.

Based on IFC Holdings's 13F filing for Q4 2017, filed 31 Jan 2018.