Partnervest Advisory Services’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-986
Closed -$48K 671
2014
Q2
$48K Hold
986
0.02% 372
2014
Q1
$48K Hold
986
0.02% 335
2013
Q4
$48K Buy
+986
New +$47.9K 0.02% 319

Other funds holding SHM

Partnervest Advisory Services's SHM Position: Q3 2014 in Review

Partnervest Advisory Services sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2014, closing a stake of 986 shares — an estimated $48K sold.

Partnervest Advisory Services first reported a position in SHM in Q4 2013 and held it in 3 quarters. The position peaked at $48K in Q2 2014. 178 funds tracked by Wall St. Rank hold SHM as of Q3 2014.

  • Partnervest Advisory Services reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 986 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2014, an estimated $48K.
  • Partnervest Advisory Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2013 and held it in 3 quarters.
  • Partnervest Advisory Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $48K in Q2 2014.
  • 178 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.