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

WealthPLAN 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
2016
Q3 		$6.24K Hold
128
– – ﹤0.01% 670
2016
Q2 		$6.28K Buy
+128
New +$6.26K ﹤0.01% 1903
2015
Q4 		$6.24K Buy
+128
New +$6.24K ﹤0.01% 1287

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

WealthPLAN Partners's SHM Position: Q3 2016 in Review

WealthPLAN Partners held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q3 2016 at 128 shares worth $6.24K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

WealthPLAN Partners first reported a position in SHM in Q4 2015 and has held it in 3 quarters since. The position peaked at $6.28K in Q2 2016. 227 funds tracked by Wall St. Rank hold SHM as of Q3 2016.

  • WealthPLAN Partners held 128 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $6.24K as of Q3 2016.
  • WealthPLAN Partners left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q3 2016.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #670 holding.
  • WealthPLAN Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.28K in Q2 2016.
  • 227 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.