Private Capital Management (Colorado)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Private Capital Management (Colorado)’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
2023 Q2	–	Sell	-10,542	Closed	-$501K	–	222
2023 Q1	$501K	Buy	+10,542	New	+$498K	0.15%	76

Other funds holding SHM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UCFA

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

Jane Street New York $777B AUM 61.18% 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

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

Private Capital Management (Colorado)'s SHM Position: Q2 2023 in Review

Private Capital Management (Colorado) sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2023, closing a stake of 10,542 shares — an estimated $501K sold.

Private Capital Management (Colorado) first reported a position in SHM in Q1 2023 and held it in 1 quarter. The position peaked at $501K in Q1 2023. 426 funds tracked by Wall St. Rank hold SHM as of Q2 2023.

Private Capital Management (Colorado) reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
Private Capital Management (Colorado) sold 10,542 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2023, an estimated $501K.
Private Capital Management (Colorado) first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2023 and held it in 1 quarter.
Private Capital Management (Colorado)'s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $501K in Q1 2023.
426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2023.

Based on Private Capital Management (Colorado)'s 13F filing for Q2 2023, filed 3 Aug 2023.