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Signature Estate & Investment Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Signature Estate & Investment 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
2017
Q2 		– Sell
-2,772
Closed -$134K – 177
2017
Q1 		$134K Buy
+2,772
New +$134K 0.02% 162

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KIM
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RJA
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PL
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UBS Group
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Signature Estate & Investment Advisors's SHM Position: Q2 2017 in Review

Signature Estate & Investment Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2017, closing a stake of 2,772 shares — an estimated $134K sold.

Signature Estate & Investment Advisors first reported a position in SHM in Q1 2017 and held it in 1 quarter. The position peaked at $134K in Q1 2017. 269 funds tracked by Wall St. Rank hold SHM as of Q2 2017.

  • Signature Estate & Investment Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 2,772 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2017, an estimated $134K.
  • Signature Estate & Investment Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2017 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $134K in Q1 2017.
  • 269 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2017.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.