Peoples Bank (Ohio)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Peoples Bank (Ohio)’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 Q3	–	Sell	-7,047	Closed	-$345K	–	101
2019 Q2	$345K	Hold	7,047	–	–	0.22%	71
2019 Q1	$342K	Buy	7,047 +683	+11%	+$33K	0.22%	71
2018 Q4	$306K	Sell	6,364 -3,803	-37%	-$181K	0.21%	78
2018 Q3	$485K	Sell	10,167 -4,813	-32%	-$231K	0.28%	59
2018 Q2	$719K	Buy	14,980 +1,177	+9%	+$56.2K	0.42%	37
2018 Q1	$660K	Hold	13,803	–	–	0.39%	41
2017 Q4	$661K	Sell	13,803 -625	-4%	-$30.2K	0.38%	44
2017 Q3	$701K	Hold	14,428	–	–	0.38%	39
2017 Q2	$700K	Hold	14,428	–	–	0.39%	38
2017 Q1	$699K	Hold	14,428	–	–	0.39%	35
2016 Q4	$692K	Hold	14,428	–	–	0.4%	34
2016 Q3	$705K	Sell	14,428 -500	-3%	-$24.5K	0.44%	32
2016 Q2	$733K	Sell	14,928 -750	-5%	-$36.7K	0.46%	32
2016 Q1	$765K	Hold	15,678	–	–	0.49%	30
2015 Q4	$764K	Buy	+15,678	New	+$764K	0.45%	32

Other funds holding SHM

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Peoples Bank (Ohio)'s SHM Position: Q3 2019 in Review

Peoples Bank (Ohio) sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2019, closing a stake of 7,047 shares — an estimated $345K sold.

Peoples Bank (Ohio) first reported a position in SHM in Q4 2015 and held it in 15 quarters. The position peaked at $765K in Q1 2016. 355 funds tracked by Wall St. Rank hold SHM as of Q3 2019.

Peoples Bank (Ohio) reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
Peoples Bank (Ohio) sold 7,047 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2019, an estimated $345K.
Peoples Bank (Ohio) first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2015 and held it in 15 quarters.
Peoples Bank (Ohio)'s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $765K in Q1 2016.
355 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2019.

Based on Peoples Bank (Ohio)'s 13F filing for Q3 2019, filed 18 Oct 2019.