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

NewSquare Capital’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
2015 Q1	–	Sell	-967	Closed	-$47K	–	340
2014 Q4	$47K	Hold	967	–	–	0.02%	155
2014 Q3	$47K	Buy	+967	New	+$47.1K	0.02%	164
2014 Q1	–	Sell	-763	Closed	-$37K	–	258
2013 Q4	$37K	Sell	763 -100	-12%	-$4.85K	0.02%	131
2013 Q3	$42K	Sell	863 -355	-29%	-$17.1K	0.02%	119
2013 Q2	$58K	Buy	+1,218	New	+$59.1K	0.03%	111

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

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

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

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

NewSquare Capital's SHM Position: Q1 2015 in Review

NewSquare Capital sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2015, closing a stake of 967 shares — an estimated $47K sold.

NewSquare Capital first reported a position in SHM in Q2 2013 and held it in 5 quarters. The position peaked at $58K in Q2 2013. 204 funds tracked by Wall St. Rank hold SHM as of Q1 2015.

NewSquare Capital reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2015 after selling out during the quarter.
NewSquare Capital sold 967 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2015, an estimated $47K.
NewSquare Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 5 quarters.
NewSquare Capital's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $58K in Q2 2013.
204 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2015.

Based on NewSquare Capital's 13F filing for Q1 2015, filed 7 Apr 2015.