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

Vantage 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
2018 Q3	$4.47M	Buy	94,891 +1,868	+2%	+$89.5K	0.94%	46
2018 Q2	$4.46M	Sell	93,023 -833	-0.9%	-$39.8K	1.09%	41
2018 Q1	$4.49M	Sell	93,856 -62,717	-40%	-$3.01M	1.14%	39
2017 Q4	$7.5M	Buy	+156,573	New	+$7.56M	1.73%	14
2014 Q2	–	Sell	-33	Closed	-$2K	–	728
2014 Q1	$2K	Hold	33	–	–	﹤0.01%	614
2013 Q4	$2K	Buy	+33	New	+$1.6K	﹤0.01%	589

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

Vantage Investment Advisors's SHM Position: Q3 2018 in Review

Vantage Investment Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 2% in Q3 2018, buying an estimated $89.5K and bringing the position to 94,891 shares worth $4.47M. The position accounts for 0.94% of the portfolio, ranked #46.

Vantage Investment Advisors first reported a position in SHM in Q4 2013 and has held it in 6 quarters since. The position peaked at $7.5M in Q4 2017. 320 funds tracked by Wall St. Rank hold SHM as of Q3 2018.

Vantage Investment Advisors held 94,891 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $4.47M as of Q3 2018.
Vantage Investment Advisors bought 1,868 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2018, an estimated $89.5K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.94% of Vantage Investment Advisors's portfolio in Q3 2018, its #46 holding.
Vantage Investment Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2013 and has held it in 6 quarters since.
Vantage Investment Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $7.5M in Q4 2017.
320 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.