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Welch & Forbes’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Welch & Forbes’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
2017
Q1 		– Sell
-5,015
Closed -$240K – 355
2016
Q4 		$240K Buy
+5,015
New +$242K 0.01% 312

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Welch & Forbes's SHM Position: Q1 2017 in Review

Welch & Forbes sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2017, closing a stake of 5,015 shares — an estimated $240K sold.

Welch & Forbes first reported a position in SHM in Q4 2016 and held it in 1 quarter. The position peaked at $240K in Q4 2016. 266 funds tracked by Wall St. Rank hold SHM as of Q1 2017.

  • Welch & Forbes reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Welch & Forbes sold 5,015 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2017, an estimated $240K.
  • Welch & Forbes first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and held it in 1 quarter.
  • Welch & Forbes's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $240K in Q4 2016.
  • 266 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2017.

Based on Welch & Forbes's 13F filing for Q1 2017, filed 27 Apr 2017.