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

Lloyds Banking 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
2013
Q4 		– Sell
-3,392
Closed -$164K – 605
2013
Q3 		$164K Hold
3,392
– – ﹤0.01% 593
2013
Q2 		$162K Buy
+3,392
New +$165K ﹤0.01% 573

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
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lloyds Banking Group's SHM Position: Q4 2013 in Review

Lloyds Banking Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2013, closing a stake of 3,392 shares — an estimated $164K sold.

Lloyds Banking Group first reported a position in SHM in Q2 2013 and held it in 2 quarters. The position peaked at $164K in Q3 2013. 158 funds tracked by Wall St. Rank hold SHM as of Q4 2013.

  • Lloyds Banking Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Lloyds Banking Group sold 3,392 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2013, an estimated $164K.
  • Lloyds Banking Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 2 quarters.
  • Lloyds Banking Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $164K in Q3 2013.
  • 158 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2013.

Based on Lloyds Banking Group's 13F filing for Q4 2013, filed 10 Feb 2014.