Syntal Capital Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Syntal Capital Partners’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 Q4	–	Sell	-6,351	Closed	-$311K	–	187
2019 Q3	$311K	Sell	6,351 -728	-10%	-$35.7K	0.08%	169
2019 Q2	$346K	Sell	7,079 -10,316	-59%	-$501K	0.07%	191
2019 Q1	$843K	Hold	17,395	–	–	0.38%	43
2018 Q4	$836K	Hold	17,395	–	–	0.52%	28
2018 Q3	$829K	Hold	17,395	–	–	0.29%	67
2018 Q2	$834K	Hold	17,395	–	–	0.31%	69
2018 Q1	$831K	Buy	17,395 +546	+3%	+$26.2K	0.29%	73
2017 Q4	$807K	Buy	16,849 +430	+3%	+$20.8K	0.25%	81
2017 Q3	$797K	Hold	16,419	–	–	0.57%	28
2017 Q2	$796	Hold	16,419	–	–	0.17%	19
2017 Q1	$795K	Hold	16,419	–	–	0.66%	15
2016 Q4	$788K	Buy	16,419 +2,879	+21%	+$139K	0.73%	14
2016 Q3	$661	Buy	13,540 +2,474	+22%	+$121K	0.4%	15
2016 Q2	$543K	Hold	11,066	–	–	0.64%	14
2016 Q1	$540K	Sell	11,066 -1	-0%	-$49	0.66%	14
2015 Q4	$539K	Hold	11,067	–	–	0.59%	17
2015 Q3	$539K	Sell	11,067 -150	-1%	-$7.29K	0.76%	14
2015 Q2	$544	Hold	11,217	–	–	0.54%	14
2015 Q1	$545K	Buy	11,217 +237	+2%	+$11.5K	0.67%	13
2014 Q4	$533K	Hold	10,980	–	–	0.31%	16
2014 Q3	$535K	Hold	10,980	–	–	0.26%	20
2014 Q2	$534K	Hold	10,980	–	–	0.26%	31
2014 Q1	$532	Buy	+10,980	New	+$534K	0.31%	31

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Syntal Capital Partners's SHM Position: Q4 2019 in Review

Syntal Capital Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2019, closing a stake of 6,351 shares — an estimated $311K sold.

Syntal Capital Partners first reported a position in SHM in Q1 2014 and held it in 23 quarters. The position peaked at $843K in Q1 2019. 378 funds tracked by Wall St. Rank hold SHM as of Q4 2019.

Syntal Capital Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2019 after selling out during the quarter.
Syntal Capital Partners sold 6,351 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2019, an estimated $311K.
Syntal Capital Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2014 and held it in 23 quarters.
Syntal Capital Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $843K in Q1 2019.
378 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2019.

Based on Syntal Capital Partners's 13F filing for Q4 2019, filed 10 Feb 2020.