Rowland Carmichael Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Rowland Carmichael Advisors’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 Q1	–	Sell	-10,300	Closed	-$495K	–	339
2018 Q4	$495K	Hold	10,300	–	–	0.22%	119
2018 Q3	$491K	Hold	10,300	–	–	0.19%	137
2018 Q2	$494K	Hold	10,300	–	–	0.21%	127
2018 Q1	$493K	Hold	10,300	–	–	0.27%	114
2017 Q4	$493K	Hold	10,300	–	–	0.25%	125
2017 Q3	$501K	Hold	10,300	–	–	0.28%	119
2017 Q2	$500K	Buy	+10,300	New	+$501K	0.29%	110
2017 Q1	–	Sell	-400	Closed	-$19K	–	311
2016 Q4	$19K	Hold	400	–	–	0.01%	285
2016 Q3	$20K	Hold	400	–	–	0.01%	267
2016 Q2	$20K	Hold	400	–	–	0.01%	274
2016 Q1	$20K	Buy	+400	New	+$19.6K	0.02%	190

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Rowland Carmichael Advisors's SHM Position: Q1 2019 in Review

Rowland Carmichael Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2019, closing a stake of 10,300 shares — an estimated $495K sold.

Rowland Carmichael Advisors first reported a position in SHM in Q1 2016 and held it in 11 quarters. The position peaked at $501K in Q3 2017. 361 funds tracked by Wall St. Rank hold SHM as of Q1 2019.

Rowland Carmichael Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2019 after selling out during the quarter.
Rowland Carmichael Advisors sold 10,300 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2019, an estimated $495K.
Rowland Carmichael Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2016 and held it in 11 quarters.
Rowland Carmichael Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $501K in Q3 2017.
361 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2019, filed 10 Feb 2020.