San Francisco Sentry Investment Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

San Francisco Sentry Investment Group’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
2018 Q2	–	Sell	-2,075	Closed	-$99K	–	856
2018 Q1	$99K	Buy	+2,075	New	+$99.5K	0.03%	372

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

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

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

San Francisco Sentry Investment Group's SHM Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2018, closing a stake of 2,075 shares — an estimated $99K sold.

San Francisco Sentry Investment Group first reported a position in SHM in Q1 2018 and held it in 1 quarter. The position peaked at $99K in Q1 2018. 323 funds tracked by Wall St. Rank hold SHM as of Q2 2018.

San Francisco Sentry Investment Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2018 after selling out during the quarter.
San Francisco Sentry Investment Group sold 2,075 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2018, an estimated $99K.
San Francisco Sentry Investment Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2018 and held it in 1 quarter.
San Francisco Sentry Investment Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $99K in Q1 2018.
323 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.