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

Signature Financial 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
2016
Q4 		– Sell
-4,612
Closed -$225K – 141
2016
Q3 		$225K Buy
+4,612
New +$226K 0.09% 119

Other funds holding SHM

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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Signature Financial Management's SHM Position: Q4 2016 in Review

Signature Financial Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2016, closing a stake of 4,612 shares — an estimated $225K sold.

Signature Financial Management first reported a position in SHM in Q3 2016 and held it in 1 quarter. The position peaked at $225K in Q3 2016. 268 funds tracked by Wall St. Rank hold SHM as of Q4 2016.

  • Signature Financial Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Signature Financial Management sold 4,612 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2016, an estimated $225K.
  • Signature Financial Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2016 and held it in 1 quarter.
  • Signature Financial Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $225K in Q3 2016.
  • 268 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2016.

Based on Signature Financial Management's 13F filing for Q4 2016, filed 8 Feb 2017.