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

Lourd Capital’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
Q2 		$827K Hold
16,905
– – 0.08% 46
2019
Q1 		$820K Hold
16,905
– – 0.08% 44
2018
Q4 		$812K Buy
+16,905
New +$806K 0.06% 76

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lourd Capital's SHM Position: Q2 2019 in Review

Lourd Capital held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2019 at 16,905 shares worth $827K. The position accounts for 0.08% of the portfolio, ranked #46.

Lourd Capital first reported a position in SHM in Q4 2018 and has held it in 3 quarters since. 354 funds tracked by Wall St. Rank hold SHM as of Q2 2019.

  • Lourd Capital held 16,905 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $827K as of Q2 2019.
  • Lourd Capital left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2019.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.08% of Lourd Capital's portfolio in Q2 2019, its #46 holding.
  • Lourd Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and has held it in 3 quarters since.
  • 354 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.