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MYCIO Wealth Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-360
Closed -$18K – 331
2019
Q4 		$18K Buy
360
+84
+30% +$4.12K ﹤0.01% 437
2019
Q3 		$14K Buy
+276
New +$13.6K ﹤0.01% 423

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MYCIO Wealth Partners's SHM Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2020, closing a stake of 360 shares — an estimated $18K sold.

MYCIO Wealth Partners first reported a position in SHM in Q3 2019 and held it in 2 quarters. The position peaked at $18K in Q4 2019. 392 funds tracked by Wall St. Rank hold SHM as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 360 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2020, an estimated $18K.
  • MYCIO Wealth Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2019 and held it in 2 quarters.
  • MYCIO Wealth Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $18K in Q4 2019.
  • 392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.