Oak Point Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Oak Point Wealth Management’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 Q1	$2.38M	Sell	49,888 -32,431	-39%	-$1.56M	2.43%	8
2017 Q4	$3.94M	Buy	+82,319	New	+$3.98M	3.88%	2

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $424B AUM 22.94% 1-Year Est. Return

RJA

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Oak Point Wealth Management's SHM Position: Q1 2018 in Review

Oak Point Wealth Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 39% in Q1 2018, selling an estimated $1.56M and leaving 49,888 shares worth $2.38M. The position accounts for 2.43% of the portfolio, ranked #8.

Oak Point Wealth Management first reported a position in SHM in Q4 2017 and has held it in 2 quarters since. The position peaked at $3.94M in Q4 2017. 330 funds tracked by Wall St. Rank hold SHM as of Q1 2018.

Oak Point Wealth Management held 49,888 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.38M as of Q1 2018.
Oak Point Wealth Management sold 32,431 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2018, an estimated $1.56M.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 2.43% of Oak Point Wealth Management's portfolio in Q1 2018, its #8 holding.
Oak Point Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and has held it in 2 quarters since.
Oak Point Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.94M in Q4 2017.
330 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.