Washington Trust Bank’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Washington Trust Bank’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
2016 Q1	–	Sell	-1,020	Closed	-$50K	–	811
2015 Q4	$50K	Hold	1,020	–	–	0.01%	388
2015 Q3	$50K	Hold	1,020	–	–	0.01%	390
2015 Q2	$50K	Hold	1,020	–	–	0.01%	422
2015 Q1	$50K	Buy	+1,020	New	+$49.7K	0.01%	437

Other funds holding SHM

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

RJA

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Washington Trust Bank's SHM Position: Q1 2016 in Review

Washington Trust Bank sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2016, closing a stake of 1,020 shares — an estimated $50K sold.

Washington Trust Bank first reported a position in SHM in Q1 2015 and held it in 4 quarters. The position peaked at $50K in Q4 2015. 215 funds tracked by Wall St. Rank hold SHM as of Q1 2016.

Washington Trust Bank reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2016 after selling out during the quarter.
Washington Trust Bank sold 1,020 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2016, an estimated $50K.
Washington Trust Bank first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2015 and held it in 4 quarters.
Washington Trust Bank's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $50K in Q4 2015.
215 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2016.

Based on Washington Trust Bank's 13F filing for Q1 2016, filed 25 Apr 2016.