SFS
SHM icon

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

Sowell Financial Services’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
2021
Q2 		– Sell
-721
Closed -$36K – 2343
2021
Q1 		$36K Buy
+721
New +$35.8K ﹤0.01% 1796
2020
Q4 		– Sell
-240
Closed -$12K – 2852
2020
Q3 		$12K Sell
240
-206
-46% -$10.3K ﹤0.01% 1759
2020
Q2 		$22K Buy
+446
New +$22K ﹤0.01% 1433
2020
Q1 		– Sell
-172
Closed -$8K – 2673
2019
Q4 		$8K Sell
172
-577
-77% -$28.3K ﹤0.01% 1768
2019
Q3 		$37K Buy
+749
New +$36.8K ﹤0.01% 1088
2019
Q1 		– Sell
-19,012
Closed -$914K – 587
2018
Q4 		$914K Buy
+19,012
New +$907K 0.13% 176

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return