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Legacy Wealth Management (Tennessee)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Legacy Wealth Management (Tennessee)’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
2019
Q1 		– Sell
-78,865
Closed -$3.79M – 16
2018
Q4 		$3.79M Buy
+78,865
New +$3.76M 0.83% 12

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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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s SHM Position: Q1 2019 in Review

Legacy Wealth Management (Tennessee) sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2019, closing a stake of 78,865 shares — an estimated $3.79M sold.

Legacy Wealth Management (Tennessee) first reported a position in SHM in Q4 2018 and held it in 1 quarter. The position peaked at $3.79M in Q4 2018. 361 funds tracked by Wall St. Rank hold SHM as of Q1 2019.

  • Legacy Wealth Management (Tennessee) reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 78,865 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2019, an estimated $3.79M.
  • Legacy Wealth Management (Tennessee) first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.79M in Q4 2018.
  • 361 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2019.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2019, filed 22 Apr 2019.