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

Paloma 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
2019
Q4 		– Sell
-14,410
Closed -$706K – 2457
2019
Q3 		$706K Buy
+14,410
New +$707K 0.01% 925

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Morgan Stanley
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Mercer Global Advisors
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Paloma Partners's SHM Position: Q4 2019 in Review

Paloma Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2019, closing a stake of 14,410 shares — an estimated $706K sold.

Paloma Partners first reported a position in SHM in Q3 2019 and held it in 1 quarter. The position peaked at $706K in Q3 2019. 378 funds tracked by Wall St. Rank hold SHM as of Q4 2019.

  • Paloma Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Paloma Partners sold 14,410 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2019, an estimated $706K.
  • Paloma Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2019 and held it in 1 quarter.
  • Paloma Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $706K in Q3 2019.
  • 378 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2019.

Based on Paloma Partners's 13F filing for Q4 2019, filed 14 Feb 2020.