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LPT
Legacy Private Trust’s
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
Stock Holding History
Legacy Private Trust’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
2017
Q1
–
Sell
-16,907
Closed
-$811K
–
252
2016
Q4
$811K
Hold
16,907
–
–
0.11%
154
2016
Q3
$826K
Hold
16,907
–
–
0.11%
145
2016
Q2
$830K
Sell
16,907
-2,958
-15%
-$145K
0.12%
142
2016
Q1
$970K
Sell
19,865
-9,619
-33%
-$471K
0.15%
135
2015
Q4
$1.44M
Sell
29,484
-816
-3%
-$39.8K
0.22%
111
2015
Q3
$1.48M
Hold
30,300
–
–
0.23%
106
2015
Q2
$1.47M
Buy
30,300
+11,150
+58%
+$540K
0.22%
114
2015
Q1
$931K
Sell
19,150
-15,750
-45%
-$767K
0.14%
147
2014
Q4
$1.7M
Sell
34,900
-4,350
-11%
-$212K
0.25%
105
2014
Q3
$1.92M
Buy
39,250
+9,000
+30%
+$439K
0.29%
92
2014
Q2
$1.47M
Buy
30,250
+2,500
+9%
+$122K
0.23%
113
2014
Q1
$1.35M
Buy
+27,750
New
+$1.35M
0.23%
96
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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