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Stifel Nicolaus & Co’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$5.18M Sell
106,869
-1,202
-1% -$57.9K 0.09% 228
2013
Q2 		$5.17M Buy
+108,071
New +$5.24M 0.09% 207

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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 $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Stifel Nicolaus & Co's SHM Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.1% in Q3 2013, selling an estimated $57.9K and leaving 106,869 shares worth $5.18M. The position accounts for 0.09% of the portfolio, ranked #228.

Stifel Nicolaus & Co first reported a position in SHM in Q2 2013 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold SHM as of Q3 2013.

  • Stifel Nicolaus & Co held 106,869 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $5.18M as of Q3 2013.
  • Stifel Nicolaus & Co sold 1,202 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2013, an estimated $57.9K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.09% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #228 holding.
  • Stifel Nicolaus & Co first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.