Kore Private Wealth’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-55	Closed	-$2K	–	939
2020 Q2	$2K	Sell	55 -368	-87%	-$18.2K	﹤0.01%	1049
2020 Q1	$21K	Hold	423	–	–	0.01%	584
2019 Q4	$21K	Buy	+423	New	+$20.7K	﹤0.01%	625
2019 Q2	–	Sell	-423	Closed	-$21K	–	688
2019 Q1	$21K	Sell	423 -55	-12%	-$2.66K	﹤0.01%	505
2018 Q4	$23K	Buy	+478	New	+$22.8K	0.01%	475

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kore Private Wealth's SHM Position: Q3 2020 in Review

Kore Private Wealth sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2020, closing a stake of 55 shares — an estimated $2K sold.

Kore Private Wealth first reported a position in SHM in Q4 2018 and held it in 5 quarters. The position peaked at $23K in Q4 2018. 395 funds tracked by Wall St. Rank hold SHM as of Q3 2020.

Kore Private Wealth reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 55 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2020, an estimated $2K.
Kore Private Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $23K in Q4 2018.
395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.