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Stone House Investment Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Stone House Investment 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
2019
Q2 		– Sell
-100
Closed -$5K – 167
2019
Q1 		$5K Buy
+100
New +$4.83K ﹤0.01% 186

Other funds holding SHM

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RJA
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Stone House Investment Management's SHM Position: Q2 2019 in Review

Stone House Investment Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2019, closing a stake of 100 shares — an estimated $5K sold.

Stone House Investment Management first reported a position in SHM in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 354 funds tracked by Wall St. Rank hold SHM as of Q2 2019.

  • Stone House Investment Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Stone House Investment Management sold 100 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2019, an estimated $5K.
  • Stone House Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and held it in 1 quarter.
  • Stone House Investment Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5K in Q1 2019.
  • 354 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2019.

Based on Stone House Investment Management's 13F filing for Q2 2019, filed 9 Jul 2019.