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

MCF Advisors’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
Q4 		– Sell
-166
Closed -$8K – 501
2018
Q3 		$8K Sell
166
-28,361
-99% -$1.36M ﹤0.01% 366
2018
Q2 		$1.37M Buy
+28,527
New +$1.36M 0.26% 35

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
PC
Premise Capital Naperville, Illinois $77.3M AUM 14.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MCF Advisors's SHM Position: Q4 2018 in Review

MCF Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2018, closing a stake of 166 shares — an estimated $8K sold.

MCF Advisors first reported a position in SHM in Q2 2018 and held it in 2 quarters. The position peaked at $1.37M in Q2 2018. 343 funds tracked by Wall St. Rank hold SHM as of Q4 2018.

  • MCF Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2018 after selling out during the quarter.
  • MCF Advisors sold 166 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2018, an estimated $8K.
  • MCF Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2018 and held it in 2 quarters.
  • MCF Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.37M in Q2 2018.
  • 343 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2018.

Based on MCF Advisors's 13F filing for Q4 2018, filed 25 Jan 2019.