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

Pinnacle Advisory Group’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 Q1	–	Sell	-7,612	Closed	-$374K	–	166
2019 Q4	$374K	Sell	7,612 -1,490	-16%	-$73.1K	0.03%	131
2019 Q3	$446K	Buy	9,102 +1,020	+13%	+$50.1K	0.03%	118
2019 Q2	$395K	Sell	8,082 -1,785	-18%	-$86.8K	0.03%	125
2019 Q1	$478K	Buy	+9,867	New	+$477K	0.03%	112
2017 Q2	–	Sell	-63,783	Closed	-$3.09M	–	190
2017 Q1	$3.09M	Sell	63,783 -28,172	-31%	-$1.36M	0.2%	42
2016 Q4	$4.41M	Sell	91,955 -5,450	-6%	-$263K	0.3%	37
2016 Q3	$4.74M	Buy	97,405 +3,476	+4%	+$171K	0.4%	24
2016 Q2	$4.61M	Sell	93,929 -2,765	-3%	-$135K	0.35%	29
2016 Q1	$4.72M	Buy	96,694 +11,107	+13%	+$543K	0.45%	24
2015 Q4	$4.17M	Buy	85,587 +5,227	+7%	+$255K	0.37%	26
2015 Q3	$3.92M	Sell	80,360 -1,996	-2%	-$97.1K	0.42%	24
2015 Q2	$4M	Sell	82,356 -9,295	-10%	-$450K	0.39%	28
2015 Q1	$4.46M	Buy	91,651 +4,521	+5%	+$220K	0.4%	30
2014 Q4	$4.23M	Sell	87,130 -19,740	-18%	-$962K	0.38%	33
2014 Q3	$5.22M	Buy	106,870 +4,043	+4%	+$197K	0.67%	22
2014 Q2	$5M	Buy	102,827 +12,202	+13%	+$593K	0.59%	24
2014 Q1	$4.4M	Buy	+90,625	New	+$4.41M	0.44%	29
2013 Q4	–	Sell	-84,291	Closed	-$4.08M	–	105
2013 Q3	$4.08M	Sell	84,291 -3,140	-4%	-$151K	0.48%	27
2013 Q2	$4.18M	Buy	+87,431	New	+$4.24M	0.56%	23

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

RJA

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Pinnacle Advisory Group's SHM Position: Q1 2020 in Review

Pinnacle Advisory Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2020, closing a stake of 7,612 shares — an estimated $374K sold.

Pinnacle Advisory Group first reported a position in SHM in Q2 2013 and held it in 19 quarters. The position peaked at $5.22M in Q3 2014. 392 funds tracked by Wall St. Rank hold SHM as of Q1 2020.

Pinnacle Advisory Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
Pinnacle Advisory Group sold 7,612 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2020, an estimated $374K.
Pinnacle Advisory Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 19 quarters.
Pinnacle Advisory Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.22M in Q3 2014.
392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2020.

Based on Pinnacle Advisory Group's 13F filing for Q1 2020, filed 14 May 2020.