LNWWM
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Laird Norton Wetherby Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Laird Norton Wetherby Wealth 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
2014
Q1 		– Sell
-9,914
Closed -$482K – 445
2013
Q4 		$482K Hold
9,914
– – 0.14% 184
2013
Q3 		$480K Buy
+9,914
New +$477K 0.15% 164

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SHM Position: Q1 2014 in Review

Laird Norton Wetherby Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2014, closing a stake of 9,914 shares — an estimated $482K sold.

Laird Norton Wetherby Wealth Management first reported a position in SHM in Q3 2013 and held it in 2 quarters. The position peaked at $482K in Q4 2013. 168 funds tracked by Wall St. Rank hold SHM as of Q1 2014.

  • Laird Norton Wetherby Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 9,914 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2014, an estimated $482K.
  • Laird Norton Wetherby Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2013 and held it in 2 quarters.
  • Laird Norton Wetherby Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $482K in Q4 2013.
  • 168 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2014.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2014, filed 30 Apr 2014.