Raab & Moskowitz Asset Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Raab & Moskowitz Asset Management’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
2017 Q4	–	Sell	-4,285	Closed	-$207K	–	148
2017 Q3	$207K	Hold	4,285	–	–	0.1%	139
2017 Q2	$209K	Hold	4,285	–	–	0.1%	135
2017 Q1	$207K	Hold	4,285	–	–	0.11%	130
2016 Q4	$205K	Hold	4,285	–	–	0.11%	135
2016 Q3	$209K	Hold	4,285	–	–	0.12%	133
2016 Q2	$210K	Hold	4,285	–	–	0.12%	128
2016 Q1	$209K	Sell	4,285 -250	-6%	-$12.2K	0.12%	124
2015 Q4	$220K	Hold	4,535	–	–	0.13%	118
2015 Q3	$220K	Buy	+4,535	New	+$221K	0.14%	108

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raab & Moskowitz Asset Management's SHM Position: Q4 2017 in Review

Raab & Moskowitz Asset Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2017, closing a stake of 4,285 shares — an estimated $207K sold.

Raab & Moskowitz Asset Management first reported a position in SHM in Q3 2015 and held it in 9 quarters. The position peaked at $220K in Q4 2015. 321 funds tracked by Wall St. Rank hold SHM as of Q4 2017.

Raab & Moskowitz Asset Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2017 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 4,285 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2017, an estimated $207K.
Raab & Moskowitz Asset Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2015 and held it in 9 quarters.
Raab & Moskowitz Asset Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $220K in Q4 2015.
321 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2017.

Based on Raab & Moskowitz Asset Management's 13F filing for Q4 2017, filed 12 Feb 2018.