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

MUFG Americas’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 Q3	–	Sell	-200	Closed	-$10K	–	827
2018 Q2	$10K	Hold	200	–	–	﹤0.01%	784
2018 Q1	$10K	Sell	200 -125	-38%	-$5.99K	﹤0.01%	782
2017 Q4	$16K	Buy	+325	New	+$15.7K	﹤0.01%	795
2015 Q2	–	Sell	-976	Closed	-$47K	–	1265
2015 Q1	$47K	Sell	976 -250	-20%	-$12.2K	﹤0.01%	676
2014 Q4	$60K	Buy	+1,226	New	+$59.7K	﹤0.01%	637

Other funds holding SHM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return

MUFG Americas's SHM Position: Q3 2018 in Review

MUFG Americas sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2018, closing a stake of 200 shares — an estimated $10K sold.

MUFG Americas first reported a position in SHM in Q4 2014 and held it in 5 quarters. The position peaked at $60K in Q4 2014. 320 funds tracked by Wall St. Rank hold SHM as of Q3 2018.

MUFG Americas reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2018 after selling out during the quarter.
MUFG Americas sold 200 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2018, an estimated $10K.
MUFG Americas first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2014 and held it in 5 quarters.
MUFG Americas's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $60K in Q4 2014.
320 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2018.

Based on MUFG Americas's 13F filing for Q3 2018, filed 14 Nov 2018.