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

Placemark Investments’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
2014
Q4 		$704K Buy
14,493
+1,638
+13% +$79.8K 0.01% 1031
2014
Q3 		$628K Sell
12,855
-5,704
-31% -$278K 0.01% 1081
2014
Q2 		$901K Buy
18,559
+2,773
+18% +$135K 0.02% 915
2014
Q1 		$767K Sell
15,786
-274
-2% -$13.3K 0.01% 928
2013
Q4 		$779K Buy
16,060
+1,596
+11% +$77.5K 0.01% 955
2013
Q3 		$700K Buy
14,464
+1,513
+12% +$72.8K 0.01% 954
2013
Q2 		$619K Buy
+12,951
New +$628K 0.01% 959

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Placemark Investments's SHM Position: Q4 2014 in Review

Placemark Investments increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 13% in Q4 2014, buying an estimated $79.8K and bringing the position to 14,493 shares worth $704K. The position accounts for 0.01% of the portfolio, ranked #1031.

Placemark Investments first reported a position in SHM in Q2 2013 and has held it in 7 quarters since. The position peaked at $901K in Q2 2014. 197 funds tracked by Wall St. Rank hold SHM as of Q4 2014.

  • Placemark Investments held 14,493 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $704K as of Q4 2014.
  • Placemark Investments bought 1,638 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2014, an estimated $79.8K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1031 holding.
  • Placemark Investments first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $901K in Q2 2014.
  • 197 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.