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Robert N. Shapiro’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Robert N. Shapiro’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 		$0 Sell
1
-177
-99% -$8.62K ﹤0.01% 900
2014
Q3 		$9K Buy
178
+63
+55% +$3.07K ﹤0.01% 705
2014
Q2 		$6K Hold
115
– – ﹤0.01% 673
2014
Q1 		$6K Hold
115
– – ﹤0.01% 673
2013
Q4 		$6K Hold
115
– – ﹤0.01% 676
2013
Q3 		$6K Sell
115
-48
-29% -$2.31K ﹤0.01% 899
2013
Q2 		$8K Buy
+163
New +$7.91K ﹤0.01% 799

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

Robert N. Shapiro's SHM Position: Q4 2014 in Review

Robert N. Shapiro reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 99% in Q4 2014, selling an estimated $8.62K and leaving 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Robert N. Shapiro first reported a position in SHM in Q2 2013 and has held it in 7 quarters since. The position peaked at $9K in Q3 2014. 197 funds tracked by Wall St. Rank hold SHM as of Q4 2014.

  • Robert N. Shapiro held 1 share of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $0 as of Q4 2014.
  • Robert N. Shapiro sold 177 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2014, an estimated $8.62K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #900 holding.
  • Robert N. Shapiro 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.
  • Robert N. Shapiro's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $9K in Q3 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 Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.