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

Natixis 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
2016 Q1	–	Sell	-7,411	Closed	-$361K	–	1017
2015 Q4	$361K	Sell	7,411 -2,794	-27%	-$136K	0.01%	923
2015 Q3	$497K	Sell	10,205 -2,673	-21%	-$130K	0.01%	890
2015 Q2	$625K	Sell	12,878 -3,466	-21%	-$168K	0.01%	868
2015 Q1	$795K	Buy	16,344 +4,813	+42%	+$234K	0.01%	835
2014 Q4	$560K	Buy	11,531 +822	+8%	+$40.1K	0.01%	900
2014 Q3	$523K	Sell	10,709 -336	-3%	-$16.4K	0.01%	903
2014 Q2	$537K	Sell	11,045 -806	-7%	-$39.2K	0.01%	980
2014 Q1	$575K	Sell	11,851 -5,335	-31%	-$260K	0.01%	915
2013 Q4	$835K	Sell	17,186 -4,115	-19%	-$200K	0.01%	772
2013 Q3	$1.03M	Sell	21,301 -6,315	-23%	-$304K	0.02%	672
2013 Q2	$1.32M	Buy	+27,616	New	+$1.34M	0.03%	617

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Natixis Advisors's SHM Position: Q1 2016 in Review

Natixis Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2016, closing a stake of 7,411 shares — an estimated $361K sold.

Natixis Advisors first reported a position in SHM in Q2 2013 and held it in 11 quarters. The position peaked at $1.32M in Q2 2013. 215 funds tracked by Wall St. Rank hold SHM as of Q1 2016.

Natixis Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2016 after selling out during the quarter.
Natixis Advisors sold 7,411 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2016, an estimated $361K.
Natixis Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 11 quarters.
Natixis Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.32M in Q2 2013.
215 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2016.

Based on Natixis Advisors's 13F filing for Q1 2016, filed 6 May 2016.