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

KHP Capital’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
2018
Q3 		$673K Sell
14,118
-6,290
-31% -$302K 0.41% 34
2018
Q2 		$979K Buy
20,408
+10,443
+105% +$499K 0.64% 25
2018
Q1 		$477K Buy
+9,965
New +$478K 0.33% 35

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return

KHP Capital's SHM Position: Q3 2018 in Review

KHP Capital reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 31% in Q3 2018, selling an estimated $302K and leaving 14,118 shares worth $673K. The position accounts for 0.41% of the portfolio, ranked #34.

KHP Capital first reported a position in SHM in Q1 2018 and has held it in 3 quarters since. The position peaked at $979K in Q2 2018. 320 funds tracked by Wall St. Rank hold SHM as of Q3 2018.

  • KHP Capital held 14,118 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $673K as of Q3 2018.
  • KHP Capital sold 6,290 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2018, an estimated $302K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.41% of KHP Capital's portfolio in Q3 2018, its #34 holding.
  • KHP Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2018 and has held it in 3 quarters since.
  • KHP Capital's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $979K in Q2 2018.
  • 320 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.