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

Summit Trail 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
2020
Q2 		– Sell
-70,000
Closed -$3.42M – 184
2020
Q1 		$3.42M Buy
+70,000
New +$3.42M 0.92% 19
2018
Q3 		– Sell
-135
Closed -$7K – 419
2018
Q2 		$7K Buy
+135
New +$6.45K ﹤0.01% 448

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Summit Trail Advisors's SHM Position: Q2 2020 in Review

Summit Trail Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2020, closing a stake of 70,000 shares — an estimated $3.42M sold.

Summit Trail Advisors first reported a position in SHM in Q2 2018 and held it in 2 quarters. The position peaked at $3.42M in Q1 2020. 384 funds tracked by Wall St. Rank hold SHM as of Q2 2020.

  • Summit Trail Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Summit Trail Advisors sold 70,000 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2020, an estimated $3.42M.
  • Summit Trail Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2018 and held it in 2 quarters.
  • Summit Trail Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.42M in Q1 2020.
  • 384 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2020.

Based on Summit Trail Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.