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Moors & Cabot’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Moors & Cabot’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
-20,000
Closed -$954K – 565
2018
Q3 		$954K Buy
+20,000
New +$959K 0.12% 196

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UBS Group
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Morgan Stanley
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Commonwealth Equity Services
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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

Moors & Cabot's SHM Position: Q4 2018 in Review

Moors & Cabot sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2018, closing a stake of 20,000 shares — an estimated $954K sold.

Moors & Cabot first reported a position in SHM in Q3 2018 and held it in 1 quarter. The position peaked at $954K in Q3 2018. 343 funds tracked by Wall St. Rank hold SHM as of Q4 2018.

  • Moors & Cabot reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Moors & Cabot sold 20,000 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2018, an estimated $954K.
  • Moors & Cabot first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2018 and held it in 1 quarter.
  • Moors & Cabot's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $954K in Q3 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 Moors & Cabot's 13F filing for Q4 2018, filed 13 Feb 2019.