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

Spruce 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
2014
Q2 		– Sell
-7,604
Closed -$369K – 22
2014
Q1 		$369K Sell
7,604
-749,689
-99% -$36.5M 0.14% 15
2013
Q4 		$36.8M Buy
+757,293
New +$36.8M 16.84% 3

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Spruce Investment Advisors's SHM Position: Q2 2014 in Review

Spruce Investment Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2014, closing a stake of 7,604 shares — an estimated $369K sold.

Spruce Investment Advisors first reported a position in SHM in Q4 2013 and held it in 2 quarters. The position peaked at $36.8M in Q4 2013. 177 funds tracked by Wall St. Rank hold SHM as of Q2 2014.

  • Spruce Investment Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Spruce Investment Advisors sold 7,604 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2014, an estimated $369K.
  • Spruce Investment Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2013 and held it in 2 quarters.
  • Spruce Investment Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $36.8M in Q4 2013.
  • 177 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2014.

Based on Spruce Investment Advisors's 13F filing for Q2 2014, filed 6 Aug 2014.