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Regions Financial Corp’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Regions Financial Corp’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
2019
Q3 		– Sell
-8,149
Closed -$399K – 842
2019
Q2 		$399K Hold
8,149
– – ﹤0.01% 581
2019
Q1 		$395K Sell
8,149
-392
-5% -$18.9K ﹤0.01% 581
2018
Q4 		$411K Buy
8,541
+7,571
+781% +$361K 0.01% 552
2018
Q3 		$47K Sell
970
-828
-46% -$39.7K ﹤0.01% 1229
2018
Q2 		$86K Sell
1,798
-396
-18% -$18.9K ﹤0.01% 1066
2018
Q1 		$105K Buy
2,194
+221
+11% +$10.6K ﹤0.01% 1030
2017
Q4 		$95K Sell
1,973
-3,371
-63% -$163K ﹤0.01% 1067
2017
Q3 		$260K Sell
5,344
-1,554
-23% -$75.8K ﹤0.01% 779
2017
Q2 		$334K Sell
6,898
-1,353
-16% -$65.8K ﹤0.01% 742
2017
Q1 		$399K Sell
8,251
-1,720
-17% -$83K ﹤0.01% 710
2016
Q4 		$478K Sell
9,971
-7,345
-42% -$355K 0.01% 662
2016
Q3 		$846K Sell
17,316
-1,331
-7% -$65.3K 0.01% 537
2016
Q2 		$916K Buy
18,647
+12,831
+221% +$628K 0.01% 517
2016
Q1 		$284K Sell
5,816
-2
-0% -$98 ﹤0.01% 761
2015
Q4 		$283K Hold
5,818
– – ﹤0.01% 758
2015
Q3 		$283K Buy
5,818
+657
+13% +$31.9K ﹤0.01% 767
2015
Q2 		$251K Buy
5,161
+690
+15% +$33.4K ﹤0.01% 824
2015
Q1 		$217K Sell
4,471
-2,357
-35% -$115K ﹤0.01% 856
2014
Q4 		$332K Buy
6,828
+1,613
+31% +$78.6K ﹤0.01% 745
2014
Q3 		$255K Buy
+5,215
New +$254K ﹤0.01% 982

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Regions Financial Corp's SHM Position: Q3 2019 in Review

Regions Financial Corp sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2019, closing a stake of 8,149 shares — an estimated $399K sold.

Regions Financial Corp first reported a position in SHM in Q3 2014 and held it in 20 quarters. The position peaked at $916K in Q2 2016. 355 funds tracked by Wall St. Rank hold SHM as of Q3 2019.

  • Regions Financial Corp reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Regions Financial Corp sold 8,149 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2019, an estimated $399K.
  • Regions Financial Corp first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2014 and held it in 20 quarters.
  • Regions Financial Corp's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $916K in Q2 2016.
  • 355 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2019.

Based on Regions Financial Corp's 13F filing for Q3 2019, filed 24 Oct 2019.