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MB Financial Bank - Trust Department’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

MB Financial Bank - Trust Department’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
2018
Q1 		– Sell
-6,000
Closed -$287K – 524
2017
Q4 		$287K Hold
6,000
– – 0.03% 126
2017
Q3 		$292K Buy
+6,000
New +$293K 0.03% 124

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PNC Financial Services Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RJA
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B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

MB Financial Bank - Trust Department's SHM Position: Q1 2018 in Review

MB Financial Bank - Trust Department sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2018, closing a stake of 6,000 shares — an estimated $287K sold.

MB Financial Bank - Trust Department first reported a position in SHM in Q3 2017 and held it in 2 quarters. The position peaked at $292K in Q3 2017. 330 funds tracked by Wall St. Rank hold SHM as of Q1 2018.

  • MB Financial Bank - Trust Department reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2018 after selling out during the quarter.
  • MB Financial Bank - Trust Department sold 6,000 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2018, an estimated $287K.
  • MB Financial Bank - Trust Department first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2017 and held it in 2 quarters.
  • MB Financial Bank - Trust Department's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $292K in Q3 2017.
  • 330 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2018.

Based on MB Financial Bank - Trust Department's 13F filing for Q1 2018, filed 10 Apr 2018.