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

Laidlaw Group’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	$3.69M	Buy	75,993 +975	+1%	+$47.2K	1.76%	28
2015 Q1	$3.65M	Buy	75,018 +13,998	+23%	+$682K	1.73%	26
2014 Q4	$2.96M	Buy	61,020 +1,110	+2%	+$54.1K	1.41%	33
2014 Q3	$2.92M	Buy	59,910 +3,067	+5%	+$150K	1.45%	31
2014 Q2	$2.77M	Buy	56,843 +14,548	+34%	+$707K	1.38%	33
2014 Q1	$2.05M	Buy	42,295 +15,062	+55%	+$733K	1.07%	39
2013 Q4	$1.32M	Buy	27,233 +3,023	+12%	+$147K	0.71%	43
2013 Q3	$1.17M	Hold	24,210	–	–	0.67%	44
2013 Q2	$1.16M	Buy	+24,210	New	+$1.17M	0.65%	44

Other funds holding SHM

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Laidlaw Group's SHM Position: Q2 2015 in Review

Laidlaw Group increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.3% in Q2 2015, buying an estimated $47.2K and bringing the position to 75,993 shares worth $3.69M. The position accounts for 1.76% of the portfolio, ranked #28.

Laidlaw Group first reported a position in SHM in Q2 2013 and has held it in 9 quarters since. 197 funds tracked by Wall St. Rank hold SHM as of Q2 2015.

Laidlaw Group held 75,993 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $3.69M as of Q2 2015.
Laidlaw Group bought 975 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2015, an estimated $47.2K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 1.76% of Laidlaw Group's portfolio in Q2 2015, its #28 holding.
Laidlaw Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 9 quarters since.
197 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2015.

Based on Laidlaw Group's 13F filing for Q2 2015, filed 31 Jul 2015.