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

Menlo 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
2019
Q1 		– Sell
-33,508
Closed -$1.61M – 40
2018
Q4 		$1.61M Sell
33,508
-250
-0.7% -$11.9K 1.25% 27
2018
Q3 		$1.61M Sell
33,758
-1,166
-3% -$55.9K 1.09% 28
2018
Q2 		$1.68M Buy
34,924
+240
+0.7% +$11.5K 1.23% 27
2018
Q1 		$1.66M Sell
34,684
-590
-2% -$28.3K 1.2% 28
2017
Q4 		$1.69M Sell
35,274
-100
-0.3% -$4.83K 1.22% 27
2017
Q3 		$1.72M Sell
35,374
-1,272
-3% -$62K 1.31% 27
2017
Q2 		$1.78M Buy
36,646
+535
+1% +$26K 1.31% 27
2017
Q1 		$1.75M Sell
36,111
-1,200
-3% -$57.9K 1.32% 27
2016
Q4 		$1.79M Sell
37,311
-2,950
-7% -$142K 1.44% 26
2016
Q3 		$1.97M Hold
40,261
– – 1.57% 26
2016
Q2 		$1.98M Sell
40,261
-300
-0.7% -$14.7K 1.68% 25
2016
Q1 		$1.98M Sell
40,561
-2
-0% -$98 1.82% 24
2015
Q4 		$1.98M Sell
40,563
-2,962
-7% -$144K 1.74% 25
2015
Q3 		$2.12M Buy
43,525
+36,325
+505% +$1.77M 1.67% 25
2015
Q2 		$349K Hold
7,200
– – 0.24% 33
2015
Q1 		$350K Buy
7,200
+1,700
+31% +$82.8K 0.25% 34
2014
Q4 		$267K Buy
+5,500
New +$268K 0.19% 34

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Menlo Advisors's SHM Position: Q1 2019 in Review

Menlo Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2019, closing a stake of 33,508 shares — an estimated $1.61M sold.

Menlo Advisors first reported a position in SHM in Q4 2014 and held it in 17 quarters. The position peaked at $2.12M in Q3 2015. 361 funds tracked by Wall St. Rank hold SHM as of Q1 2019.

  • Menlo Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Menlo Advisors sold 33,508 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2019, an estimated $1.61M.
  • Menlo Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2014 and held it in 17 quarters.
  • Menlo Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.12M in Q3 2015.
  • 361 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2019.

Based on Menlo Advisors's 13F filing for Q1 2019, filed 10 Apr 2019.