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

PagnatoKarp 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 Q2	–	Sell	-14,782	Closed	-$723K	–	120
2020 Q1	$723K	Buy	14,782 +5	+0%	+$245	0.18%	70
2019 Q4	$726K	Buy	14,777 +12	+0.1%	+$588	0.13%	78
2019 Q3	$723K	Buy	14,765 +1,028	+7%	+$50.5K	0.14%	79
2019 Q2	$672K	Buy	13,737 +8	+0.1%	+$389	0.14%	76
2019 Q1	$666K	Buy	+13,729	New	+$663K	0.15%	76

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PagnatoKarp Partners's SHM Position: Q2 2020 in Review

PagnatoKarp Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2020, closing a stake of 14,782 shares — an estimated $723K sold.

PagnatoKarp Partners first reported a position in SHM in Q1 2019 and held it in 5 quarters. The position peaked at $726K in Q4 2019. 384 funds tracked by Wall St. Rank hold SHM as of Q2 2020.

PagnatoKarp Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
PagnatoKarp Partners sold 14,782 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2020, an estimated $723K.
PagnatoKarp Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and held it in 5 quarters.
PagnatoKarp Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $726K in Q4 2019.
384 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.