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

Private Capital 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
2021 Q1	–	Sell	-1,961	Closed	-$98K	–	2160
2020 Q4	$98K	Hold	1,961	–	–	0.02%	509
2020 Q3	$98K	Hold	1,961	–	–	0.02%	458
2020 Q2	$98K	Hold	1,961	–	–	0.02%	454
2020 Q1	$96K	Hold	1,961	–	–	0.02%	411
2019 Q4	$96K	Hold	1,961	–	–	0.02%	456
2019 Q3	$96K	Hold	1,961	–	–	0.02%	495
2019 Q2	$94K	Hold	1,961	–	–	0.02%	416
2019 Q1	$95K	Hold	1,961	–	–	0.02%	493
2018 Q4	$94K	Hold	1,961	–	–	0.02%	407
2018 Q3	$93K	Hold	1,961	–	–	0.02%	454
2018 Q2	$94K	Sell	1,961 -425	-18%	-$20.3K	0.02%	449
2018 Q1	$114K	Sell	2,386 -331	-12%	-$15.9K	0.03%	370
2017 Q4	$114	Buy	+2,717	New	+$131K	0.03%	368

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

Private Capital Group's SHM Position: Q1 2021 in Review

Private Capital Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2021, closing a stake of 1,961 shares — an estimated $98K sold.

Private Capital Group first reported a position in SHM in Q4 2017 and held it in 13 quarters. The position peaked at $114K in Q1 2018. 426 funds tracked by Wall St. Rank hold SHM as of Q1 2021.

Private Capital Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
Private Capital Group sold 1,961 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2021, an estimated $98K.
Private Capital Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and held it in 13 quarters.
Private Capital Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $114K in Q1 2018.
426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2021.

Based on Private Capital Group's 13F filing for Q1 2021, filed 12 Apr 2021.