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Karp Capital Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Karp Capital 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
2015
Q2 		– Sell
-105
Closed -$5K – 389
2015
Q1 		$5K Hold
105
– – ﹤0.01% 307
2014
Q4 		$5K Buy
+105
New +$5.12K ﹤0.01% 304

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Karp Capital Management's SHM Position: Q2 2015 in Review

Karp Capital Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2015, closing a stake of 105 shares — an estimated $5K sold.

Karp Capital Management first reported a position in SHM in Q4 2014 and held it in 2 quarters. The position peaked at $5K in Q1 2015. 197 funds tracked by Wall St. Rank hold SHM as of Q2 2015.

  • Karp Capital Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Karp Capital Management sold 105 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2015, an estimated $5K.
  • Karp Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2014 and held it in 2 quarters.
  • Karp Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5K in Q1 2015.
  • 197 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2015.

Based on Karp Capital Management's 13F filing for Q2 2015, filed 11 Aug 2015.