SeaCrest Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

SeaCrest Wealth 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
2019 Q2	–	Sell	-1,000	Closed	-$48K	–	1626
2019 Q1	$48K	Hold	1,000	–	–	0.01%	958
2018 Q4	$48K	Hold	1,000	–	–	0.01%	910
2018 Q3	$48K	Hold	1,000	–	–	0.01%	1014
2018 Q2	$48K	Hold	1,000	–	–	0.01%	1010
2018 Q1	$48K	Sell	1,000 -18	-2%	-$863	0.01%	969
2017 Q4	$49K	Buy	+1,018	New	+$49.2K	0.01%	975

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SeaCrest Wealth Management's SHM Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2019, closing a stake of 1,000 shares — an estimated $48K sold.

SeaCrest Wealth Management first reported a position in SHM in Q4 2017 and held it in 6 quarters. The position peaked at $49K in Q4 2017. 354 funds tracked by Wall St. Rank hold SHM as of Q2 2019.

SeaCrest Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 1,000 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2019, an estimated $48K.
SeaCrest Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $49K in Q4 2017.
354 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.