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McNamara Financial Services’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

McNamara Financial Services’s Portfolio ULST Stock Details ULST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-5,496
Closed -$221K – 41
2018
Q1 		$221K Sell
5,496
-2,169
-28% -$87.3K 0.1% 35
2017
Q4 		$308K Buy
+7,665
New +$309K 0.14% 32

Other funds holding ULST

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Morgan Stanley
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HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
AAMA
Advanced Asset Management Advisors Dublin, Ohio $380M AUM 31.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

McNamara Financial Services's ULST Position: Q2 2018 in Review

McNamara Financial Services sold out of State Street Ultra Short Term Bond ETF (ULST) in Q2 2018, closing a stake of 5,496 shares — an estimated $221K sold.

McNamara Financial Services first reported a position in ULST in Q4 2017 and held it in 2 quarters. The position peaked at $308K in Q4 2017. 15 funds tracked by Wall St. Rank hold ULST as of Q2 2018.

  • McNamara Financial Services reported no remaining State Street Ultra Short Term Bond ETF position as of Q2 2018 after selling out during the quarter.
  • McNamara Financial Services sold 5,496 State Street Ultra Short Term Bond ETF shares in Q2 2018, an estimated $221K.
  • McNamara Financial Services first reported a position in State Street Ultra Short Term Bond ETF in Q4 2017 and held it in 2 quarters.
  • McNamara Financial Services's State Street Ultra Short Term Bond ETF position peaked at $308K in Q4 2017.
  • 15 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2018.

Based on McNamara Financial Services's 13F filing for Q2 2018, filed 13 Jul 2018.